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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$80.72
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
Catalyst/MAP Global Balanced C
Price$12.50
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.62M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TRXCX (14.6M). TRXCX pays higher dividends than FWCBX: TRXCX (3.60) vs FWCBX (3.16). 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 : 15.32 vs. TRXCX (13.39). FWCBX return over 5 years is better than : 57.77 vs. TRXCX (20.97).
| 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 | 19.518 | 15.301 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.6M | 828,767% |
| Annual Yield % from dividends | 3.16 | 3.60 | 88% |
| Returns for 1 year | 15.32 | 13.39 | 114% |
| Returns for 3 years | 42.84 | 20.59 | 208% |
| Returns for 5 years | 57.77 | 20.97 | 276% |
| Returns for 10 years | N/A | 29.82 | - |