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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$78.39
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Russell Inv Multi-Asset Strat A
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets589.61M
FWCBX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. RAZAX (590M). FWCBX pays higher dividends than RAZAX: FWCBX (3.14) vs RAZAX (2.52). FWCBX was incepted earlier than RAZAX: FWCBX (5 years) vs RAZAX (8 years). RAZAX (1.32) is less costly to investors than FWCBX (0.32). RAZAX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RAZAX has a lower initial minimum investment than FWCBX: RAZAX (0) vs FWCBX (250). FWCBX (18.25) and RAZAX (18.10) have marching annual gain over last year. FWCBX return over 5 years is better than : 46.09 vs. RAZAX (24.70).
| FWCBX | RAZAX | FWCBX / RAZAX | |
| Total Expense Ratio | 0.32 | 1.14 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.32 | 24% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 1.977 | 1.692 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 590M | 20,508% |
| Annual Yield % from dividends | 3.14 | 2.52 | 125% |
| Returns for 1 year | 18.25 | 18.10 | 101% |
| Returns for 3 years | 33.97 | 39.65 | 86% |
| Returns for 5 years | 46.09 | 24.70 | 187% |
| Returns for 10 years | N/A | N/A | - |
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