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FWCBX vs RIRHX
FWCBX vs RIRHX Comparison
Open Charts FWCBX vs RIRHX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
American Funds Capital Income Bldr R5E
Price$79.50
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets120.79B
FWCBX vs RIRHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (121B) and RIRHX (121B) have equal amount of cash in the bank . FWCBX (3.05) and RIRHX (2.96) have matching dividends . FWCBX was incepted earlier than RIRHX: FWCBX (5 years) vs RIRHX (10 years). RIRHX (0.41) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and RIRHX (50.00) have comparable annual turnover. FWCBX (250) and RIRHX (250) have matching initial minimum investment requirements. FWCBX (16.48) and RIRHX (16.37) have marching annual gain over last year. FWCBX return over 5 years is better than : 48.63 vs. RIRHX (44.03).
| FWCBX | RIRHX | FWCBX / RIRHX | |
| Total Expense Ratio | 0.31 | 0.41 | 76% |
| Annual Report Gross Expense Ratio | 0.31 | 0.41 | 76% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.590 | 3.597 | 100% |
| 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 | 2.96 | 103% |
| Returns for 1 year | 16.48 | 16.37 | 101% |
| Returns for 3 years | 36.26 | 35.87 | 101% |
| Returns for 5 years | 48.63 | 44.03 | 110% |
| Returns for 10 years | N/A | 74.60 | - |
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