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FWCBX vs RAZCX
FWCBX vs RAZCX Comparison
Open Charts FWCBX vs RAZCX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Russell Inv Multi-Asset Strat C
Price$11.23
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets586.87M
FWCBX vs RAZCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. RAZCX (587M). FWCBX pays higher dividends than RAZCX: FWCBX (3.25) vs RAZCX (2.58). 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 : 15.27 vs. RAZCX (13.05).
| 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 | 14.255 | 9.875 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 587M | 19,932% |
| Annual Yield % from dividends | 3.25 | 2.58 | 126% |
| Returns for 1 year | 15.27 | 13.05 | 117% |
| Returns for 3 years | 37.44 | 34.03 | 110% |
| Returns for 5 years | N/A | 24.02 | - |
| Returns for 10 years | N/A | N/A | - |
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