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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Catalyst/MAP Global Balanced C
Price$12.22
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets14.4M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TRXCX (14.4M). TRXCX pays higher dividends than FWCBX: TRXCX (3.59) vs FWCBX (3.17). FWCBX was incepted earlier than TRXCX: FWCBX (5 years) vs TRXCX (14 years). TRXCX (3.12) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXCX (30.00). FWCBX has a lower initial minimum investment than TRXCX: FWCBX (250) vs TRXCX (2500). FWCBX annual gain was more profitable for investors over the last year : 10.54 vs. TRXCX (8.59).
| FWCBX | TRXCX | FWCBX / TRXCX | |
| Total Expense Ratio | 0.32 | 1.97 | 16% |
| Annual Report Gross Expense Ratio | 0.32 | 3.12 | 10% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.542 | 12.229 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 14.4M | 826,389% |
| Annual Yield % from dividends | 3.17 | 3.59 | 88% |
| Returns for 1 year | 10.54 | 8.59 | 123% |
| Returns for 3 years | 51.88 | 27.33 | 190% |
| Returns for 5 years | N/A | 23.67 | - |
| Returns for 10 years | N/A | 30.21 | - |
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