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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Russell Inv Multi-Asset Strat A
Price$11.86
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets583.32M
FWCBX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. RAZAX (583M). RAZAX (3.14) and FWCBX (3.08) have matching dividends . 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). RAZAX (13.54) and FWCBX (13.40) have marching annual gain over last year. FWCBX return over 5 years is better than : 45.88 vs. RAZAX (24.87).
| 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 | 14.158 | 14.724 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 583M | 20,755% |
| Annual Yield % from dividends | 3.08 | 3.14 | 98% |
| Returns for 1 year | 13.40 | 13.54 | 99% |
| Returns for 3 years | 34.22 | 42.42 | 81% |
| Returns for 5 years | 45.88 | 24.87 | 184% |
| Returns for 10 years | N/A | N/A | - |
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