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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.29
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets511.92M
FWCBX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SLFYX (512M). SLFYX pays higher dividends than FWCBX: SLFYX (3.26) vs FWCBX (3.08). 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 : 13.31 vs. SLFYX (8.67). FWCBX return over 5 years is better than : 46.00 vs. SLFYX (34.78).
| 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 | 14.247 | 8.083 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 512M | 23,633% |
| Annual Yield % from dividends | 3.08 | 3.26 | 95% |
| Returns for 1 year | 13.31 | 8.67 | 154% |
| Returns for 3 years | 34.20 | 10.62 | 322% |
| Returns for 5 years | 46.00 | 34.78 | 132% |
| Returns for 10 years | N/A | 36.42 | - |
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