Interact to see
Advertisement
Advertisement
FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$79.66
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets119.59B
Catalyst/MAP Global Balanced A
Price$12.81
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets14.69M
FWCBX vs TRXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. TRXAX (14.7M). TRXAX pays higher dividends than FWCBX: TRXAX (4.24) vs FWCBX (3.17). 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). TRXAX annual gain was more profitable for investors over the last year : 12.43 vs. FWCBX (11.45).
| 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 | 17.949 | 16.209 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 14.7M | 816,327% |
| Annual Yield % from dividends | 3.17 | 4.24 | 75% |
| Returns for 1 year | 11.45 | 12.43 | 92% |
| Returns for 3 years | 51.30 | 30.12 | 170% |
| Returns for 5 years | N/A | 29.67 | - |
| Returns for 10 years | N/A | 37.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement