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FWCBX vs RAZCX
FWCBX vs RAZCX Comparison
Open Charts FWCBX vs RAZCX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Russell Inv Multi-Asset Strat C
Price$11.79
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets583.08M
FWCBX vs RAZCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. RAZCX (583M). FWCBX pays higher dividends than RAZCX: FWCBX (3.08) vs RAZCX (2.53). FWCBX was incepted earlier than RAZCX: FWCBX (5 years) vs RAZCX (8 years). RAZCX (2.07) is less costly to investors than FWCBX (0.32). RAZCX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RAZCX has a lower initial minimum investment than FWCBX: RAZCX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. RAZCX (12.05). FWCBX return over 5 years is better than : 53.13 vs. RAZCX (22.45).
| FWCBX | RAZCX | FWCBX / RAZCX | |
| Total Expense Ratio | 0.32 | 1.89 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 2.07 | 15% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 19.311 | 15.305 | 126% |
| Front Load | N/A | N/A | - |
| 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 | 2.53 | 122% |
| Returns for 1 year | 13.94 | 12.05 | 116% |
| Returns for 3 years | 37.78 | 36.97 | 102% |
| Returns for 5 years | 53.13 | 22.45 | 237% |
| Returns for 10 years | N/A | N/A | - |
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