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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Catalyst/MAP Global Balanced I
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets14.4M
FWCBX vs TRXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TRXIX (14.4M). TRXIX pays higher dividends than FWCBX: TRXIX (4.40) vs FWCBX (3.17). 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 : 10.54 vs. TRXIX (9.76).
| 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 | 16.542 | 13.114 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 14.4M | 826,389% |
| Annual Yield % from dividends | 3.17 | 4.40 | 72% |
| Returns for 1 year | 10.54 | 9.76 | 108% |
| Returns for 3 years | 51.88 | 31.40 | 165% |
| Returns for 5 years | N/A | 30.23 | - |
| Returns for 10 years | N/A | 44.12 | - |
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