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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Catalyst/MAP Global Balanced A
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets14.69M
FWCBX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TRXAX (14.7M). TRXAX pays higher dividends than FWCBX: TRXAX (4.15) vs FWCBX (3.08). 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 (13.94) and TRXAX (13.40) have marching annual gain over last year. FWCBX return over 5 years is better than : 53.13 vs. TRXAX (22.61).
| 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 | 19.311 | 16.028 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.7M | 823,129% |
| Annual Yield % from dividends | 3.08 | 4.15 | 74% |
| Returns for 1 year | 13.94 | 13.40 | 104% |
| Returns for 3 years | 37.78 | 21.48 | 176% |
| Returns for 5 years | 53.13 | 22.61 | 235% |
| Returns for 10 years | N/A | 38.04 | - |
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