Interact to see
Advertisement
Advertisement
FWCBX vs NRIAX
FWCBX vs NRIAX Comparison
Open Charts FWCBX vs NRIAX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Nuveen Real Asset Income A
Price$22.77
Change+$0.42 (+1.88%)
VolumeN/A
Net Assets1.18B
FWCBX vs NRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. NRIAX (1.18B). NRIAX pays higher dividends than FWCBX: NRIAX (5.54) vs FWCBX (3.05). FWCBX was incepted earlier than NRIAX: FWCBX (5 years) vs NRIAX (14 years). NRIAX (1.18) is less costly to investors than FWCBX (0.31). NRIAX is a more actively managed with annual turnover of: 82.00 vs. FWCBX (50.00). 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 : 16.48 vs. NRIAX (13.04). FWCBX return over 5 years is better than : 48.63 vs. NRIAX (28.62).
| FWCBX | NRIAX | FWCBX / NRIAX | |
| Total Expense Ratio | 0.31 | 1.16 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.590 | 2.796 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.18B | 10,272% |
| Annual Yield % from dividends | 3.05 | 5.54 | 55% |
| Returns for 1 year | 16.48 | 13.04 | 126% |
| Returns for 3 years | 36.26 | 23.85 | 152% |
| Returns for 5 years | 48.63 | 28.62 | 170% |
| Returns for 10 years | N/A | 76.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement