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FWCBX vs RMGSX
FWCBX vs RMGSX Comparison
Open Charts FWCBX vs RMGSX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Russell Inv Multi-Asset Strat S
Price$11.96
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets583.88M
FWCBX vs RMGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. RMGSX (584M). RMGSX pays higher dividends than FWCBX: RMGSX (3.37) vs FWCBX (3.16). FWCBX was incepted earlier than RMGSX: FWCBX (5 years) vs RMGSX (9 years). RMGSX (1.07) is less costly to investors than FWCBX (0.32). RMGSX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RMGSX has a lower initial minimum investment than FWCBX: RMGSX (0) vs FWCBX (250). FWCBX (15.32) and RMGSX (14.85) have marching annual gain over last year. FWCBX return over 5 years is better than : 57.77 vs. RMGSX (31.44).
| FWCBX | RMGSX | FWCBX / RMGSX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 19.518 | 16.625 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 584M | 20,890% |
| Annual Yield % from dividends | 3.16 | 3.37 | 94% |
| Returns for 1 year | 15.32 | 14.85 | 103% |
| Returns for 3 years | 42.84 | 44.76 | 96% |
| Returns for 5 years | 57.77 | 31.44 | 184% |
| Returns for 10 years | N/A | N/A | - |
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