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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Catalyst/MAP Global Balanced I
Price$12.90
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets14.69M
FWCBX vs TRXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TRXIX (14.7M). TRXIX pays higher dividends than FWCBX: TRXIX (4.38) vs FWCBX (3.08). FWCBX was incepted earlier than TRXIX: FWCBX (5 years) vs TRXIX (12 years). TRXIX (2.23) is less costly to investors than FWCBX (0.32). TRXIX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). 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 : 16.26 vs. FWCBX (13.40). FWCBX return over 5 years is better than : 45.88 vs. TRXIX (24.59).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | 0.32 | 0.98 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 2.23 | 14% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 14.158 | 16.861 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.7M | 823,129% |
| Annual Yield % from dividends | 3.08 | 4.38 | 70% |
| Returns for 1 year | 13.40 | 16.26 | 82% |
| Returns for 3 years | 34.22 | 25.36 | 135% |
| Returns for 5 years | 45.88 | 24.59 | 187% |
| Returns for 10 years | N/A | 43.74 | - |