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FWCBX vs MRJCX
FWCBX vs MRJCX Comparison
Open Charts FWCBX vs MRJCX
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 C
Price$10.73
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets8.69M
FWCBX vs MRJCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. MRJCX (8.69M). MRJCX pays higher dividends than FWCBX: MRJCX (9.59) vs FWCBX (3.30). 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 : 14.20 vs. MRJCX (11.15).
| 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 | 10.519 | 10.962 | 96% |
| Front Load | N/A | N/A | - |
| 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 | 9.59 | 34% |
| Returns for 1 year | 14.20 | 11.15 | 127% |
| Returns for 3 years | 35.55 | 18.65 | 191% |
| Returns for 5 years | N/A | 37.02 | - |
| Returns for 10 years | N/A | N/A | - |
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