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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$80.94
Change-$0.60 (-0.74%)
VolumeN/A
Net Assets120.93B
Russell Inv Multi-Asset Strat M
Price$12.06
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets579.97M
FWCBX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. RMATX (580M). RMATX pays higher dividends than FWCBX: RMATX (3.43) vs FWCBX (3.08). FWCBX was incepted earlier than RMATX: FWCBX (5 years) vs RMATX (9 years). RMATX (1.07) is less costly to investors than FWCBX (0.32). RMATX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RMATX has a lower initial minimum investment than FWCBX: RMATX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 16.09 vs. RMATX (13.65). FWCBX return over 5 years is better than : 54.24 vs. RMATX (28.93).
| FWCBX | RMATX | FWCBX / RMATX | |
| Total Expense Ratio | 0.32 | 0.79 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 20.732 | 17.063 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 580M | 20,862% |
| Annual Yield % from dividends | 3.08 | 3.43 | 90% |
| Returns for 1 year | 16.09 | 13.65 | 118% |
| Returns for 3 years | 40.54 | 44.12 | 92% |
| Returns for 5 years | 54.24 | 28.93 | 187% |
| Returns for 10 years | N/A | N/A | - |
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