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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.28
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets511.2M
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SIFAX (511M). FWCBX (3.08) and SIFAX (3.00) have matching dividends . FWCBX was incepted earlier than SIFAX: FWCBX (5 years) vs SIFAX (14 years). SIFAX (1.36) 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 : 13.31 vs. SIFAX (8.37). FWCBX return over 5 years is better than : 46.00 vs. SIFAX (33.01).
| FWCBX | SIFAX | FWCBX / SIFAX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 1.36 | 24% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 14.247 | 7.812 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 511M | 23,679% |
| Annual Yield % from dividends | 3.08 | 3.00 | 103% |
| Returns for 1 year | 13.31 | 8.37 | 159% |
| Returns for 3 years | 34.20 | 9.82 | 348% |
| Returns for 5 years | 46.00 | 33.01 | 139% |
| Returns for 10 years | N/A | 33.49 | - |
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