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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Catalyst/MAP Global Balanced I
Price$13.43
Change+$0.84 (+6.67%)
VolumeN/A
Net Assets15.04M
FWCBX vs TRXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TRXIX (15M). FWCBX pays higher dividends than TRXIX: FWCBX (3.05) vs TRXIX (2.57). FWCBX was incepted earlier than TRXIX: FWCBX (5 years) vs TRXIX (12 years). TRXIX (2.23) is less costly to investors than FWCBX (0.31). TRXIX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than TRXIX: FWCBX (250) vs TRXIX (2500). TRXIX annual gain was more profitable for investors over the last year : 19.99 vs. FWCBX (16.48). FWCBX return over 5 years is better than : 48.63 vs. TRXIX (27.28).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 2.23 | 14% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 3.590 | 5.168 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 15M | 806,667% |
| Annual Yield % from dividends | 3.05 | 2.57 | 118% |
| Returns for 1 year | 16.48 | 19.99 | 82% |
| Returns for 3 years | 36.26 | 27.41 | 132% |
| Returns for 5 years | 48.63 | 27.28 | 178% |
| Returns for 10 years | N/A | 55.89 | - |
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