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FWCBX vs RIREX
FWCBX vs RIREX Comparison
Open Charts FWCBX vs RIREX
American Funds Capital Income Bldr 529F3
Price$80.72
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
American Funds Capital Income Bldr R4
Price$80.71
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
FWCBX vs RIREX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (121B) and RIREX (121B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIREX: FWCBX (3.16) vs RIREX (2.89). FWCBX was incepted earlier than RIREX: FWCBX (5 years) vs RIREX (24 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 (15.32) and RIREX (14.97) have marching annual gain over last year. FWCBX return over 5 years is better than : 57.77 vs. RIREX (50.54).
| 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 | 24 years | - |
| Gain YTD | 19.518 | 19.220 | 102% |
| 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 | 3.16 | 2.89 | 110% |
| Returns for 1 year | 15.32 | 14.97 | 102% |
| Returns for 3 years | 42.84 | 40.11 | 107% |
| Returns for 5 years | 57.77 | 50.54 | 114% |
| Returns for 10 years | N/A | 68.39 | - |
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