Interact to see
Advertisement
Advertisement
FBCIX vs FWCBX
FBCIX vs FWCBX Comparison
Open Charts FBCIX vs FWCBX
American Funds Capital Income Bldr 529F2
Price$79.85
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets120.38B
American Funds Capital Income Bldr 529F3
Price$79.82
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets120.38B
FBCIX vs FWCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX (120B) and FWCBX (120B) have equal amount of cash in the bank . FWCBX (3.17) and FBCIX (3.12) have matching dividends . FBCIX was incepted earlier than FWCBX: FBCIX (5 years) vs FWCBX (5 years). FBCIX (0.36) is less costly to investors than FWCBX (0.32). FBCIX (56.00) and FWCBX (56.00) have comparable annual turnover. FBCIX (250) and FWCBX (250) have matching initial minimum investment requirements. FWCBX (12.82) and FBCIX (12.76) have marching annual gain over last year.
| FBCIX | FWCBX | FBCIX / FWCBX | |
| Total Expense Ratio | 0.36 | 0.32 | 113% |
| Annual Report Gross Expense Ratio | 0.36 | 0.32 | 113% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 18.139 | 18.186 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 120B | 100% |
| Annual Yield % from dividends | 3.12 | 3.17 | 99% |
| Returns for 1 year | 12.76 | 12.82 | 100% |
| Returns for 3 years | 49.18 | 49.36 | 100% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement