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FWCBX vs RCEEX
FWCBX vs RCEEX Comparison
Open Charts FWCBX vs RCEEX
American Funds Capital Income Bldr 529F3
Price$81.54
Change+$0.28 (+0.34%)
VolumeN/A
Net Assets120.93B
American Funds Capital Income Bldr R2E
Price$81.07
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets120.93B
FWCBX vs RCEEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (121B) and RCEEX (121B) have equal amount of cash in the bank . FWCBX pays higher dividends than RCEEX: FWCBX (3.08) vs RCEEX (2.43). FWCBX was incepted earlier than RCEEX: FWCBX (5 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and RCEEX (56.00) have comparable annual turnover. FWCBX (250) and RCEEX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 16.09 vs. RCEEX (15.21). FWCBX return over 5 years is better than : 54.24 vs. RCEEX (44.46).
| FWCBX | RCEEX | FWCBX / RCEEX | |
| Total Expense Ratio | 0.32 | 1.07 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 20.732 | 19.892 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 121B | 100% |
| Annual Yield % from dividends | 3.08 | 2.43 | 127% |
| Returns for 1 year | 16.09 | 15.21 | 106% |
| Returns for 3 years | 40.54 | 36.09 | 112% |
| Returns for 5 years | 54.24 | 44.46 | 122% |
| Returns for 10 years | N/A | 68.04 | - |
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