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FWCBX vs RIRCX
FWCBX vs RIRCX Comparison
Open Charts FWCBX vs RIRCX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
American Funds Capital Income Bldr R3
Price$77.20
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
FWCBX vs RIRCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (121B) and RIRCX (121B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIRCX: FWCBX (3.08) vs RIRCX (2.55). FWCBX was incepted earlier than RIRCX: FWCBX (5 years) vs RIRCX (24 years). RIRCX (0.91) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and RIRCX (56.00) have comparable annual turnover. FWCBX (250) and RIRCX (250) have matching initial minimum investment requirements. FWCBX (13.40) and RIRCX (12.92) have marching annual gain over last year. FWCBX return over 5 years is better than : 45.88 vs. RIRCX (38.69).
| FWCBX | RIRCX | FWCBX / RIRCX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 0.91 | 35% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 14.158 | 13.689 | 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 | 3.08 | 2.55 | 121% |
| Returns for 1 year | 13.40 | 12.92 | 104% |
| Returns for 3 years | 34.22 | 32.09 | 107% |
| Returns for 5 years | 45.88 | 38.69 | 119% |
| Returns for 10 years | N/A | 57.91 | - |
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