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FWCBX vs IPARX
FWCBX vs IPARX Comparison
Open Charts FWCBX vs IPARX
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
Voya Global Perspectives Port A
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets57.31M
FWCBX vs IPARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IPARX (57.3M). FWCBX pays higher dividends than IPARX: FWCBX (3.41) vs IPARX (2.92). FWCBX was incepted earlier than IPARX: FWCBX (5 years) vs IPARX (12 years). IPARX (1.46) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. IPARX (40.00). IPARX has a lower initial minimum investment than FWCBX: IPARX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 10.52 vs. IPARX (7.30).
| FWCBX | IPARX | FWCBX / IPARX | |
| Total Expense Ratio | 0.32 | 1.09 | 29% |
| Annual Report Gross Expense Ratio | 0.32 | 1.46 | 22% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 6.070 | 2.514 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 57.3M | 191,972% |
| Annual Yield % from dividends | 3.41 | 2.92 | 117% |
| Returns for 1 year | 10.52 | 7.30 | 144% |
| Returns for 3 years | 26.00 | -0.05 | -52,194% |
| Returns for 5 years | N/A | -1.63 | - |
| Returns for 10 years | N/A | 9.35 | - |
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