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FWCBX vs NRIAX
FWCBX vs NRIAX Comparison
Open Charts FWCBX vs NRIAX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Nuveen Real Asset Income A
Price$22.45
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.13B
FWCBX vs NRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. NRIAX (1.13B). NRIAX pays higher dividends than FWCBX: NRIAX (4.63) vs FWCBX (3.17). FWCBX was incepted earlier than NRIAX: FWCBX (5 years) vs NRIAX (14 years). NRIAX (1.18) is less costly to investors than FWCBX (0.32). NRIAX is a more actively managed with annual turnover of: 82.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than NRIAX: FWCBX (250) vs NRIAX (2500). FWCBX annual gain was more profitable for investors over the last year : 11.07 vs. NRIAX (5.77).
| FWCBX | NRIAX | FWCBX / NRIAX | |
| Total Expense Ratio | 0.32 | 1.16 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.18 | 27% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 17.342 | 9.994 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.13B | 10,591% |
| Annual Yield % from dividends | 3.17 | 4.63 | 68% |
| Returns for 1 year | 11.07 | 5.77 | 192% |
| Returns for 3 years | 50.44 | 34.10 | 148% |
| Returns for 5 years | N/A | 33.98 | - |
| Returns for 10 years | N/A | 62.26 | - |
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