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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Russell Inv Multi-Asset Strat A
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets586.03M
FWCBX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. RAZAX (586M). FWCBX (3.17) and RAZAX (3.10) 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 annual gain was more profitable for investors over the last year : 11.65 vs. FWCBX (11.07).
| 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 | 17.342 | 14.918 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 586M | 20,307% |
| Annual Yield % from dividends | 3.17 | 3.10 | 102% |
| Returns for 1 year | 11.07 | 11.65 | 95% |
| Returns for 3 years | 50.44 | 52.95 | 95% |
| Returns for 5 years | N/A | 32.99 | - |
| Returns for 10 years | N/A | N/A | - |
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