Interact to see
Advertisement
Advertisement
FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Catalyst/MAP Global Balanced A
Price$12.17
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets14.64M
FWCBX vs TRXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. TRXAX (14.6M). TRXAX pays higher dividends than FWCBX: TRXAX (4.29) vs FWCBX (3.30). 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). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXAX (30.00). 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 : 14.20 vs. TRXAX (10.20).
| 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 | 10.519 | 8.737 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 14.6M | 780,822% |
| Annual Yield % from dividends | 3.30 | 4.29 | 77% |
| Returns for 1 year | 14.20 | 10.20 | 139% |
| Returns for 3 years | 35.55 | 16.10 | 221% |
| Returns for 5 years | N/A | 26.62 | - |
| Returns for 10 years | N/A | 27.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers