Interact to see
Advertisement
Advertisement
FWCBX vs MRJAX
FWCBX vs MRJAX Comparison
Open Charts FWCBX vs MRJAX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Morgan Stanley Multi-Asset Real Return A
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets8.69M
FWCBX vs MRJAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. MRJAX (8.69M). MRJAX pays higher dividends than FWCBX: MRJAX (10.27) vs FWCBX (3.30). 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 : 14.20 vs. MRJAX (12.01).
| 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 | 10.519 | 11.385 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.69M | 1,312,457% |
| Annual Yield % from dividends | 3.30 | 10.27 | 32% |
| Returns for 1 year | 14.20 | 12.01 | 118% |
| Returns for 3 years | 35.55 | 21.31 | 167% |
| Returns for 5 years | N/A | 41.89 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement