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FWCBX vs IMAIX
FWCBX vs IMAIX Comparison
Open Charts FWCBX vs IMAIX
American Funds Capital Income Bldr 529F3
Price$71.07
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
Macquarie Multi-Asset Income I
Price$9.51
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets70.55M
FWCBX vs IMAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. IMAIX (70.6M). IMAIX pays higher dividends than FWCBX: IMAIX (5.53) vs FWCBX (3.54). FWCBX was incepted earlier than IMAIX: FWCBX (4 years) vs IMAIX (9 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IMAIX (51.00). 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 : 11.63 vs. IMAIX (5.06).
| FWCBX | IMAIX | FWCBX / IMAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 3.105 | 2.039 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 70.6M | 152,975% |
| Annual Yield % from dividends | 3.54 | 5.53 | 64% |
| Returns for 1 year | 11.63 | 5.06 | 230% |
| Returns for 3 years | 13.79 | -3.89 | -354% |
| Returns for 5 years | N/A | 10.77 | - |
| Returns for 10 years | N/A | N/A | - |
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