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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.28
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets517.39M
FWCBX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. SLFYX (517M). SLFYX (3.32) and FWCBX (3.16) have matching dividends . FWCBX was incepted earlier than SLFYX: FWCBX (5 years) vs SLFYX (11 years). SLFYX (1.09) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SLFYX (43.00). FWCBX has a lower initial minimum investment than SLFYX: FWCBX (250) vs SLFYX (100000). FWCBX annual gain was more profitable for investors over the last year : 14.69 vs. SLFYX (7.72). FWCBX return over 5 years is better than : 56.52 vs. SLFYX (36.46).
| FWCBX | SLFYX | FWCBX / SLFYX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 1.09 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 18.571 | 7.823 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 517M | 23,598% |
| Annual Yield % from dividends | 3.16 | 3.32 | 95% |
| Returns for 1 year | 14.69 | 7.72 | 190% |
| Returns for 3 years | 42.43 | 11.46 | 370% |
| Returns for 5 years | 56.52 | 36.46 | 155% |
| Returns for 10 years | N/A | 34.11 | - |
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