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FWCBX vs IMAIX
FWCBX vs IMAIX Comparison
Open Charts FWCBX vs IMAIX
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
Macquarie Multi-Asset Income I
Price$9.01
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets62.7M
FWCBX vs IMAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. IMAIX (62.7M). FWCBX pays higher dividends than IMAIX: FWCBX (3.42) vs IMAIX (2.96). FWCBX was incepted earlier than IMAIX: FWCBX (4 years) vs IMAIX (10 years). IMAIX (1.29) is less costly to investors than FWCBX (0.32). IMAIX has a lower initial minimum investment than FWCBX: IMAIX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 9.19 vs. IMAIX (0.39).
| FWCBX | IMAIX | FWCBX / IMAIX | |
| Total Expense Ratio | 0.32 | 0.76 | 42% |
| Annual Report Gross Expense Ratio | 0.32 | 1.29 | 25% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 2.636 | -1.588 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 62.7M | 170,654% |
| Annual Yield % from dividends | 3.42 | 2.96 | 116% |
| Returns for 1 year | 9.19 | 0.39 | 2,377% |
| Returns for 3 years | 16.61 | -3.87 | -429% |
| Returns for 5 years | N/A | 28.30 | - |
| Returns for 10 years | N/A | N/A | - |
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