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FWCBX vs RIRBX
FWCBX vs RIRBX Comparison
Open Charts FWCBX vs RIRBX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
American Funds Capital Income Bldr R2
Price$79.69
Change+$0.36 (+0.45%)
VolumeN/A
Net Assets120.79B
FWCBX vs RIRBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (121B) and RIRBX (121B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIRBX: FWCBX (3.05) vs RIRBX (2.09). FWCBX was incepted earlier than RIRBX: FWCBX (5 years) vs RIRBX (24 years). RIRBX (1.35) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and RIRBX (50.00) have comparable annual turnover. FWCBX (250) and RIRBX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. RIRBX (15.28). FWCBX return over 5 years is better than : 48.63 vs. RIRBX (38.45).
| FWCBX | RIRBX | FWCBX / RIRBX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 3.590 | 3.494 | 103% |
| 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 | 3.05 | 2.09 | 146% |
| Returns for 1 year | 16.48 | 15.28 | 108% |
| Returns for 3 years | 36.26 | 32.13 | 113% |
| Returns for 5 years | 48.63 | 38.45 | 126% |
| Returns for 10 years | N/A | 66.67 | - |
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