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FWCBX vs RIRAX
FWCBX vs RIRAX Comparison
Open Charts FWCBX vs RIRAX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
American Funds Capital Income Bldr R1
Price$80.18
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
FWCBX vs RIRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (122B) and RIRAX (122B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIRAX: FWCBX (3.16) vs RIRAX (2.20). FWCBX was incepted earlier than RIRAX: FWCBX (5 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and RIRAX (56.00) have comparable annual turnover. FWCBX (250) and RIRAX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 15.32 vs. RIRAX (14.14). FWCBX return over 5 years is better than : 57.77 vs. RIRAX (46.13).
| FWCBX | RIRAX | FWCBX / RIRAX | |
| Total Expense Ratio | 0.32 | 1.36 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.36 | 24% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 19.518 | 18.459 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 122B | 100% |
| Annual Yield % from dividends | 3.16 | 2.20 | 144% |
| Returns for 1 year | 15.32 | 14.14 | 108% |
| Returns for 3 years | 42.84 | 37.23 | 115% |
| Returns for 5 years | 57.77 | 46.13 | 125% |
| Returns for 10 years | N/A | 62.57 | - |
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