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FWCBX vs NRIIX
FWCBX vs NRIIX Comparison
Open Charts FWCBX vs NRIIX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Nuveen Real Asset Income I
Price$22.46
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.13B
FWCBX vs NRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. NRIIX (1.13B). NRIIX pays higher dividends than FWCBX: NRIIX (4.87) vs FWCBX (3.17). FWCBX was incepted earlier than NRIIX: FWCBX (5 years) vs NRIIX (14 years). NRIIX (0.93) is less costly to investors than FWCBX (0.32). NRIIX is a more actively managed with annual turnover of: 82.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than NRIIX: FWCBX (250) vs NRIIX (100000). FWCBX annual gain was more profitable for investors over the last year : 11.07 vs. NRIIX (6.03).
| FWCBX | NRIIX | FWCBX / NRIIX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 17.342 | 10.248 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.13B | 10,503% |
| Annual Yield % from dividends | 3.17 | 4.87 | 65% |
| Returns for 1 year | 11.07 | 6.03 | 184% |
| Returns for 3 years | 50.44 | 35.13 | 144% |
| Returns for 5 years | N/A | 35.69 | - |
| Returns for 10 years | N/A | 66.27 | - |
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