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FWCBX vs MRJIX
FWCBX vs MRJIX Comparison
Open Charts FWCBX vs MRJIX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
Morgan Stanley Multi-Asset Real Return I
Price$10.89
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets8.63M
FWCBX vs MRJIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. MRJIX (8.63M). MRJIX pays higher dividends than FWCBX: MRJIX (10.37) vs FWCBX (3.30). FWCBX was incepted earlier than MRJIX: FWCBX (5 years) vs MRJIX (7 years). MRJIX (2.30) is less costly to investors than FWCBX (0.32). MRJIX is a more actively managed with annual turnover of: 310.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than MRJIX: FWCBX (250) vs MRJIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. MRJIX (12.04).
| FWCBX | MRJIX | FWCBX / MRJIX | |
| Total Expense Ratio | 0.32 | 0.80 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 2.30 | 14% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 10.519 | 11.157 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 8.63M | 1,332,870% |
| Annual Yield % from dividends | 3.30 | 10.37 | 32% |
| Returns for 1 year | 14.20 | 12.04 | 118% |
| Returns for 3 years | 35.55 | 22.27 | 160% |
| Returns for 5 years | N/A | 43.71 | - |
| Returns for 10 years | N/A | N/A | - |
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