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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Morningstar Global Income
Price$9.96
Change-$0.05 (-0.50%)
VolumeN/A
Net Assets141.17M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. MSTGX (141M). MSTGX pays higher dividends than FWCBX: MSTGX (4.73) vs FWCBX (3.16). 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 : 15.32 vs. MSTGX (11.66). FWCBX return over 5 years is better than : 57.77 vs. MSTGX (18.85).
| 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 | 19.518 | 12.617 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 141M | 86,525% |
| Annual Yield % from dividends | 3.16 | 4.73 | 67% |
| Returns for 1 year | 15.32 | 11.66 | 131% |
| Returns for 3 years | 42.84 | 30.30 | 141% |
| Returns for 5 years | 57.77 | 18.85 | 306% |
| Returns for 10 years | N/A | N/A | - |
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