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FWCBX vs HRLYX
FWCBX vs HRLYX Comparison
Open Charts FWCBX vs HRLYX
American Funds Capital Income Bldr 529F3
Price$66.71
Change-$1.08 (-1.59%)
VolumeN/A
Net Assets102.98B
Hartford Real Asset Y
Price$8.34
Change-$0.13 (-1.53%)
VolumeN/A
Net Assets57.75M
FWCBX vs HRLYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 103B vs. HRLYX (57.7M). HRLYX pays higher dividends than FWCBX: HRLYX (3.71) vs FWCBX (3.42). FWCBX was incepted earlier than HRLYX: FWCBX (4 years) vs HRLYX (15 years). HRLYX (1.25) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than HRLYX: FWCBX (250) vs HRLYX (250000). FWCBX annual gain was more profitable for investors over the last year : 2.52 vs. HRLYX (-2.94).
| FWCBX | HRLYX | FWCBX / HRLYX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 1.25 | 26% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -2.536 | 1.460 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 57.7M | 178,510% |
| Annual Yield % from dividends | 3.42 | 3.71 | 92% |
| Returns for 1 year | 2.52 | -2.94 | -85% |
| Returns for 3 years | 8.24 | 0.92 | 898% |
| Returns for 5 years | N/A | 58.27 | - |
| Returns for 10 years | N/A | 29.77 | - |
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