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FWCBX vs MRJCX
FWCBX vs MRJCX Comparison
Open Charts FWCBX vs MRJCX
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 C
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets8.72M
FWCBX vs MRJCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. MRJCX (8.72M). MRJCX pays higher dividends than FWCBX: MRJCX (9.44) vs FWCBX (3.25). FWCBX was incepted earlier than MRJCX: FWCBX (5 years) vs MRJCX (7 years). MRJCX (3.41) is less costly to investors than FWCBX (0.32). MRJCX is a more actively managed with annual turnover of: 310.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than MRJCX: FWCBX (250) vs MRJCX (1000). FWCBX annual gain was more profitable for investors over the last year : 16.05 vs. MRJCX (10.32).
| FWCBX | MRJCX | FWCBX / MRJCX | |
| Total Expense Ratio | 0.32 | 1.90 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 3.41 | 9% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 13.226 | 11.065 | 120% |
| Front Load | N/A | N/A | - |
| 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 | 9.44 | 34% |
| Returns for 1 year | 16.05 | 10.32 | 155% |
| Returns for 3 years | 36.51 | 21.26 | 172% |
| Returns for 5 years | N/A | 36.85 | - |
| Returns for 10 years | N/A | N/A | - |
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