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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Russell Inv Multi-Asset Strat M
Price$11.42
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets585.77M
FWCBX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. RMATX (586M). RMATX pays higher dividends than FWCBX: RMATX (3.57) vs FWCBX (3.25). FWCBX was incepted earlier than RMATX: FWCBX (5 years) vs RMATX (8 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 : 16.05 vs. RMATX (12.10).
| 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 | 8 years | - |
| Gain YTD | 13.226 | 9.749 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 586M | 19,795% |
| Annual Yield % from dividends | 3.25 | 3.57 | 91% |
| Returns for 1 year | 16.05 | 12.10 | 133% |
| Returns for 3 years | 36.51 | 38.26 | 95% |
| Returns for 5 years | N/A | 30.24 | - |
| Returns for 10 years | N/A | N/A | - |
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