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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
Russell Inv Multi-Asset Strat Y
Price$11.90
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets583.32M
FWCBX vs RMGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. RMGYX (583M). RMGYX pays higher dividends than FWCBX: RMGYX (3.57) 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). FWCBX (10.54) and RMGYX (10.04) have marching annual gain over last year.
| 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 | 16.542 | 14.195 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 583M | 20,240% |
| Annual Yield % from dividends | 3.17 | 3.57 | 89% |
| Returns for 1 year | 10.54 | 10.04 | 105% |
| Returns for 3 years | 51.88 | 55.96 | 93% |
| Returns for 5 years | N/A | 36.63 | - |
| Returns for 10 years | N/A | N/A | - |
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