Interact to see
Advertisement
Advertisement
FWCBX vs RIREX
FWCBX vs RIREX Comparison
Open Charts FWCBX vs RIREX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FWCBX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX (116B) and RIREX (116B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIREX: FWCBX (3.25) vs RIREX (2.97). FWCBX was incepted earlier than RIREX: FWCBX (5 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and RIREX (56.00) have comparable annual turnover. FWCBX (250) and RIREX (250) have matching initial minimum investment requirements. FWCBX (16.05) and RIREX (15.71) have marching annual gain over last year.
| FWCBX | RIREX | FWCBX / RIREX | |
| Total Expense Ratio | 0.32 | 0.62 | 52% |
| Annual Report Gross Expense Ratio | 0.32 | 0.62 | 52% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.226 | 13.071 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 116B | 100% |
| Annual Yield % from dividends | 3.25 | 2.97 | 109% |
| Returns for 1 year | 16.05 | 15.71 | 102% |
| Returns for 3 years | 36.51 | 33.22 | 110% |
| Returns for 5 years | N/A | 50.20 | - |
| Returns for 10 years | N/A | 52.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement