Interact to see
Advertisement
Advertisement
FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.31
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets515.71M
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 (516M). FWCBX (3.08) and SIFAX (3.00) have matching dividends . FWCBX was incepted earlier than SIFAX: FWCBX (5 years) vs SIFAX (14 years). SIFAX (2.14) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SIFAX (43.00). 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 : 13.94 vs. SIFAX (7.40). FWCBX return over 5 years is better than : 53.13 vs. SIFAX (34.97).
| FWCBX | SIFAX | FWCBX / SIFAX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 2.14 | 15% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 19.311 | 8.203 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 516M | 23,450% |
| Annual Yield % from dividends | 3.08 | 3.00 | 103% |
| Returns for 1 year | 13.94 | 7.40 | 188% |
| Returns for 3 years | 37.78 | 10.58 | 357% |
| Returns for 5 years | 53.13 | 34.97 | 152% |
| Returns for 10 years | N/A | 32.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement