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FWCBX vs MRJAX
FWCBX vs MRJAX Comparison
Open Charts FWCBX vs MRJAX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Morgan Stanley Multi-Asset Real Return A
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets8.72M
FWCBX vs MRJAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. MRJAX (8.72M). MRJAX pays higher dividends than FWCBX: MRJAX (10.12) vs FWCBX (3.25). FWCBX was incepted earlier than MRJAX: FWCBX (5 years) vs MRJAX (7 years). MRJAX (2.69) is less costly to investors than FWCBX (0.32). MRJAX is a more actively managed with annual turnover of: 310.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than MRJAX: FWCBX (250) vs MRJAX (1000). FWCBX annual gain was more profitable for investors over the last year : 16.05 vs. MRJAX (11.18).
| FWCBX | MRJAX | FWCBX / MRJAX | |
| Total Expense Ratio | 0.32 | 1.15 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 2.69 | 12% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 13.226 | 11.590 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 8.72M | 1,329,665% |
| Annual Yield % from dividends | 3.25 | 10.12 | 32% |
| Returns for 1 year | 16.05 | 11.18 | 143% |
| Returns for 3 years | 36.51 | 24.07 | 152% |
| Returns for 5 years | N/A | 42.06 | - |
| Returns for 10 years | N/A | N/A | - |
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