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FWCBX vs IMAIX
FWCBX vs IMAIX Comparison
Open Charts FWCBX vs IMAIX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Macquarie Multi-Asset Income I
Price$9.27
Change-$0.11 (-1.17%)
VolumeN/A
Net Assets66.58M
FWCBX vs IMAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IMAIX (66.6M). 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 : 8.65 vs. IMAIX (1.61).
| 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 | 3.805 | 1.313 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 66.6M | 165,165% |
| Annual Yield % from dividends | 3.42 | 2.96 | 116% |
| Returns for 1 year | 8.65 | 1.61 | 539% |
| Returns for 3 years | 14.99 | -3.13 | -479% |
| Returns for 5 years | N/A | 40.59 | - |
| Returns for 10 years | N/A | N/A | - |
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