Interact to see
Advertisement
Advertisement
FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$78.39
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Russell Inv Multi-Asset Strat M
Price$12.06
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets589.61M
FWCBX vs RMATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. RMATX (590M). FWCBX pays higher dividends than RMATX: FWCBX (3.14) vs RMATX (2.83). 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). RMATX (18.64) and FWCBX (18.33) have marching annual gain over last year. FWCBX return over 5 years is better than : 44.58 vs. RMATX (25.58).
| 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 | 1.574 | 1.601 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 590M | 20,508% |
| Annual Yield % from dividends | 3.14 | 2.83 | 111% |
| Returns for 1 year | 18.33 | 18.64 | 98% |
| Returns for 3 years | 33.44 | 41.02 | 82% |
| Returns for 5 years | 44.58 | 25.58 | 174% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VTN | 11.64 | 0.05 | +0.43% |
| Invesco Trust for Investment Grade New York Municipals | |||
| GYLD | 13.45 | 0.05 | +0.37% |
| Arrow Dow Jones Global Yield ETF | |||
| SCHV | 30.66 | -0.01 | -0.03% |
| Schwab US Large-Cap Value ETF™ | |||
| THRO | 39.23 | -0.12 | -0.30% |
| iShares U.S. Thematic Rotation ActiveETF | |||
| XVV | 53.35 | -0.21 | -0.39% |
| iShares ESG Select Screened S&P 500 ETF | |||