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FWCBX vs RIRGX
FWCBX vs RIRGX Comparison
Open Charts FWCBX vs RIRGX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
American Funds Capital Income Bldr R6
Price$78.27
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
FWCBX vs RIRGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIRGX (119B) and FWCBX (118B) have equal amount of cash in the bank . RIRGX (3.21) and FWCBX (3.17) have matching dividends . FWCBX was incepted earlier than RIRGX: FWCBX (5 years) vs RIRGX (16 years). FWCBX (0.32) is less costly to investors than RIRGX (0.27). FWCBX (56.00) and RIRGX (56.00) have comparable annual turnover. FWCBX (250) and RIRGX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 10.54 vs. RIRGX (9.97).
| FWCBX | RIRGX | FWCBX / RIRGX | |
| Total Expense Ratio | 0.32 | 0.27 | 119% |
| Annual Report Gross Expense Ratio | 0.32 | 0.27 | 119% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 16.542 | 15.930 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 119B | 99% |
| Annual Yield % from dividends | 3.17 | 3.21 | 99% |
| Returns for 1 year | 10.54 | 9.97 | 106% |
| Returns for 3 years | 51.88 | 49.56 | 105% |
| Returns for 5 years | N/A | 56.73 | - |
| Returns for 10 years | N/A | 72.03 | - |
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