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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Russell Inv Multi-Asset Strat Y
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets586.03M
FWCBX vs RMGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. RMGYX (586M). RMGYX pays higher dividends than FWCBX: RMGYX (3.47) vs FWCBX (3.17). 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). RMGYX annual gain was more profitable for investors over the last year : 12.26 vs. FWCBX (11.07).
| 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 | 17.342 | 15.279 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 586M | 20,478% |
| Annual Yield % from dividends | 3.17 | 3.47 | 91% |
| Returns for 1 year | 11.07 | 12.26 | 90% |
| Returns for 3 years | 50.44 | 54.85 | 92% |
| Returns for 5 years | N/A | 35.54 | - |
| Returns for 10 years | N/A | N/A | - |
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