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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Russell Inv Multi-Asset Strat Y
Price$11.25
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets575.11M
FWCBX vs RMGYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. RMGYX (575M). RMGYX pays higher dividends than FWCBX: RMGYX (3.77) vs FWCBX (3.30). FWCBX was incepted earlier than RMGYX: FWCBX (5 years) vs RMGYX (8 years). RMGYX (0.87) is less costly to investors than FWCBX (0.32). RMGYX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than RMGYX: FWCBX (250) vs RMGYX (10000000). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. RMGYX (10.13).
| FWCBX | RMGYX | FWCBX / RMGYX | |
| Total Expense Ratio | 0.32 | 0.69 | 46% |
| Annual Report Gross Expense Ratio | 0.32 | 0.87 | 37% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.519 | 7.025 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 575M | 19,826% |
| Annual Yield % from dividends | 3.30 | 3.77 | 88% |
| Returns for 1 year | 14.20 | 10.13 | 140% |
| Returns for 3 years | 35.55 | 37.30 | 95% |
| Returns for 5 years | N/A | 27.52 | - |
| Returns for 10 years | N/A | N/A | - |
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