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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Catalyst/MAP Global Balanced I
Price$12.19
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets14.64M
FWCBX vs TRXIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. TRXIX (14.6M). TRXIX pays higher dividends than FWCBX: TRXIX (4.52) vs FWCBX (3.30). FWCBX was incepted earlier than TRXIX: FWCBX (5 years) vs TRXIX (11 years). TRXIX (2.12) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXIX (30.00). FWCBX has a lower initial minimum investment than TRXIX: FWCBX (250) vs TRXIX (2500). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. TRXIX (10.55).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | 0.32 | 0.97 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 2.12 | 15% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.519 | 8.881 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 14.6M | 780,822% |
| Annual Yield % from dividends | 3.30 | 4.52 | 73% |
| Returns for 1 year | 14.20 | 10.55 | 135% |
| Returns for 3 years | 35.55 | 17.02 | 209% |
| Returns for 5 years | N/A | 28.30 | - |
| Returns for 10 years | N/A | 30.77 | - |
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