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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$80.51
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
Catalyst/MAP Global Balanced C
Price$12.46
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets14.69M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. TRXCX (14.7M). TRXCX pays higher dividends than FWCBX: TRXCX (3.56) vs FWCBX (3.08). 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). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. TRXCX (12.60). FWCBX return over 5 years is better than : 53.13 vs. TRXCX (17.98).
| 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 | 19.311 | 15.301 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 14.7M | 829,932% |
| Annual Yield % from dividends | 3.08 | 3.56 | 87% |
| Returns for 1 year | 13.94 | 12.60 | 111% |
| Returns for 3 years | 37.78 | 18.68 | 202% |
| Returns for 5 years | 53.13 | 17.98 | 295% |
| Returns for 10 years | N/A | 27.99 | - |
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