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FWCBX vs NRICX
FWCBX vs NRICX Comparison
Open Charts FWCBX vs NRICX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Nuveen Real Asset Income C
Price$22.47
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.13B
FWCBX vs NRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. NRICX (1.13B). NRICX pays higher dividends than FWCBX: NRICX (3.91) vs FWCBX (3.17). FWCBX was incepted earlier than NRICX: FWCBX (5 years) vs NRICX (14 years). NRICX (1.93) is less costly to investors than FWCBX (0.32). NRICX is a more actively managed with annual turnover of: 82.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than NRICX: FWCBX (250) vs NRICX (2500). FWCBX annual gain was more profitable for investors over the last year : 11.07 vs. NRICX (4.98).
| FWCBX | NRICX | FWCBX / NRICX | |
| Total Expense Ratio | 0.32 | 1.91 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 1.93 | 17% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 17.342 | 9.426 | 184% |
| Front Load | N/A | N/A | - |
| 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 | 3.91 | 81% |
| Returns for 1 year | 11.07 | 4.98 | 223% |
| Returns for 3 years | 50.44 | 31.14 | 162% |
| Returns for 5 years | N/A | 29.08 | - |
| Returns for 10 years | N/A | 50.90 | - |