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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Morningstar Global Income
Price$9.98
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets140.71M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MSTGX (141M). MSTGX pays higher dividends than FWCBX: MSTGX (4.65) vs FWCBX (3.08). FWCBX was incepted earlier than MSTGX: FWCBX (5 years) vs MSTGX (7 years). MSTGX (0.77) is less costly to investors than FWCBX (0.32). MSTGX is a more actively managed with annual turnover of: 75.00 vs. FWCBX (56.00). MSTGX has a lower initial minimum investment than FWCBX: MSTGX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. MSTGX (8.73). FWCBX return over 5 years is better than : 53.13 vs. MSTGX (13.92).
| FWCBX | MSTGX | FWCBX / MSTGX | |
| Total Expense Ratio | 0.32 | 0.74 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.77 | 42% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 19.311 | 11.717 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 141M | 85,816% |
| Annual Yield % from dividends | 3.08 | 4.65 | 66% |
| Returns for 1 year | 13.94 | 8.73 | 160% |
| Returns for 3 years | 37.78 | 25.11 | 150% |
| Returns for 5 years | 53.13 | 13.92 | 382% |
| Returns for 10 years | N/A | N/A | - |
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