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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$80.72
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
Catalyst/MAP Global Balanced A
Price$12.79
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.62M
FWCBX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TRXAX (14.6M). TRXAX pays higher dividends than FWCBX: TRXAX (4.20) vs FWCBX (3.16). FWCBX was incepted earlier than TRXAX: FWCBX (5 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FWCBX (0.32). TRXAX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than TRXAX: FWCBX (250) vs TRXAX (2500). FWCBX annual gain was more profitable for investors over the last year : 15.32 vs. TRXAX (14.27). FWCBX return over 5 years is better than : 57.77 vs. TRXAX (25.78).
| FWCBX | TRXAX | FWCBX / TRXAX | |
| Total Expense Ratio | 0.32 | 1.22 | 26% |
| Annual Report Gross Expense Ratio | 0.32 | 2.37 | 14% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 19.518 | 16.028 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.6M | 828,767% |
| Annual Yield % from dividends | 3.16 | 4.20 | 75% |
| Returns for 1 year | 15.32 | 14.27 | 107% |
| Returns for 3 years | 42.84 | 23.40 | 183% |
| Returns for 5 years | 57.77 | 25.78 | 224% |
| Returns for 10 years | N/A | 40.01 | - |
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