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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Catalyst/MAP Global Balanced C
Price$12.47
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.69M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. TRXCX (14.7M). TRXCX pays higher dividends than FWCBX: TRXCX (3.62) 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). TRXCX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than TRXCX: FWCBX (250) vs TRXCX (2500). TRXCX (11.17) and FWCBX (11.07) have marching annual gain over last year.
| 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 | 17.342 | 15.025 | 115% |
| Front Load | N/A | N/A | - |
| 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 | 3.62 | 87% |
| Returns for 1 year | 11.07 | 11.17 | 99% |
| Returns for 3 years | 50.44 | 27.26 | 185% |
| Returns for 5 years | N/A | 23.15 | - |
| Returns for 10 years | N/A | 27.57 | - |
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