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FWCBX vs IMURX
FWCBX vs IMURX Comparison
Open Charts FWCBX vs IMURX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Macquarie Multi-Asset Income R6
Price$9.37
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets66.32M
FWCBX vs IMURX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IMURX (66.3M). FWCBX pays higher dividends than IMURX: FWCBX (3.42) vs IMURX (3.08). FWCBX was incepted earlier than IMURX: FWCBX (4 years) vs IMURX (10 years). IMURX (1.21) is less costly to investors than FWCBX (0.32). IMURX has a lower initial minimum investment than FWCBX: IMURX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 10.46 vs. IMURX (1.29).
| FWCBX | IMURX | FWCBX / IMURX | |
| Total Expense Ratio | 0.32 | 0.65 | 49% |
| Annual Report Gross Expense Ratio | 0.32 | 1.21 | 26% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 5.558 | 0.913 | 609% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 66.3M | 165,913% |
| Annual Yield % from dividends | 3.42 | 3.08 | 111% |
| Returns for 1 year | 10.46 | 1.29 | 810% |
| Returns for 3 years | 17.07 | -3.27 | -522% |
| Returns for 5 years | N/A | 40.09 | - |
| Returns for 10 years | N/A | N/A | - |
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