Interact to see
Advertisement
Advertisement
FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Russell Inv Multi-Asset Strat Y
Price$12.00
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets583.88M
FWCBX vs RMGYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. RMGYX (584M). RMGYX pays higher dividends than FWCBX: RMGYX (3.54) vs FWCBX (3.16). 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 (15.32) and RMGYX (15.02) have marching annual gain over last year. FWCBX return over 5 years is better than : 57.77 vs. RMGYX (32.51).
| 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 | 19.518 | 16.726 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 584M | 20,890% |
| Annual Yield % from dividends | 3.16 | 3.54 | 89% |
| Returns for 1 year | 15.32 | 15.02 | 102% |
| Returns for 3 years | 42.84 | 45.65 | 94% |
| Returns for 5 years | 57.77 | 32.51 | 178% |
| 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