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FWCBX vs NRIAX
FWCBX vs NRIAX Comparison
Open Charts FWCBX vs NRIAX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Nuveen Real Asset Income A
Price$22.48
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets1.13B
FWCBX vs NRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. NRIAX (1.13B). NRIAX pays higher dividends than FWCBX: NRIAX (4.62) 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 : 10.54 vs. NRIAX (5.30).
| 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 | 16.542 | 9.693 | 171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.13B | 10,494% |
| Annual Yield % from dividends | 3.17 | 4.62 | 69% |
| Returns for 1 year | 10.54 | 5.30 | 199% |
| Returns for 3 years | 51.88 | 33.85 | 153% |
| Returns for 5 years | N/A | 36.99 | - |
| Returns for 10 years | N/A | 69.66 | - |
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