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FWCBX vs NRIAX
FWCBX vs NRIAX Comparison
Open Charts FWCBX vs NRIAX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Nuveen Real Asset Income A
Price$22.39
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.16B
FWCBX vs NRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. NRIAX (1.16B). NRIAX pays higher dividends than FWCBX: NRIAX (4.73) vs FWCBX (3.08). 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 : 13.94 vs. NRIAX (7.24). FWCBX return over 5 years is better than : 53.13 vs. NRIAX (27.26).
| 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 | 19.311 | 10.202 | 189% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.16B | 10,476% |
| Annual Yield % from dividends | 3.08 | 4.73 | 65% |
| Returns for 1 year | 13.94 | 7.24 | 192% |
| Returns for 3 years | 37.78 | 24.87 | 152% |
| Returns for 5 years | 53.13 | 27.26 | 195% |
| Returns for 10 years | N/A | 66.34 | - |