Interact to see
Advertisement
Advertisement
FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.21
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets520.39M
FWCBX vs SIFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SIFAX (520M). SIFAX pays higher dividends than FWCBX: SIFAX (4.40) vs FWCBX (3.05). FWCBX was incepted earlier than SIFAX: FWCBX (5 years) vs SIFAX (14 years). SIFAX (1.36) is less costly to investors than FWCBX (0.31). FWCBX is a more actively managed with annual turnover of: 50.00 vs. SIFAX (44.00). FWCBX has a lower initial minimum investment than SIFAX: FWCBX (250) vs SIFAX (100000). FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. SIFAX (8.79). FWCBX return over 5 years is better than : 48.63 vs. SIFAX (35.08).
| FWCBX | SIFAX | FWCBX / SIFAX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.36 | 23% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.590 | 3.662 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 520M | 23,269% |
| Annual Yield % from dividends | 3.05 | 4.40 | 69% |
| Returns for 1 year | 16.48 | 8.79 | 187% |
| Returns for 3 years | 36.26 | 17.07 | 212% |
| Returns for 5 years | 48.63 | 35.08 | 139% |
| Returns for 10 years | N/A | 41.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XTL | 169.95 | 2.54 | +1.52% |
| State Street® SPDR® S&P® Telecom ETF | |||
| THLV | 31.87 | 0.34 | +1.06% |
| THOR Equal Weight Low Volatility ETF | |||
| NUSC | 47.24 | -0.04 | -0.08% |
| Nuveen ESG Small-Cap ETF | |||
| LCAP | 30.12 | -0.27 | -0.89% |
| Principal Capital Appreciation Sel ETF | |||
| DDWWF | 5.82 | -0.19 | -3.13% |
| Dividend Growth Split Corp. | |||