Ad is loading...
FWCBX vs KTRIX
FWCBX vs KTRIX Comparison
Open Charts FWCBX vs KTRIX
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
DWS Global Income Builder Inst
Price$8.77
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets563.23M
FWCBX vs KTRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. KTRIX (563M). KTRIX pays higher dividends than FWCBX: KTRIX (4.10) vs FWCBX (3.41). FWCBX was incepted earlier than KTRIX: FWCBX (5 years) vs KTRIX (30 years). KTRIX (0.69) is less costly to investors than FWCBX (0.32). KTRIX is a more actively managed with annual turnover of: 306.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than KTRIX: FWCBX (250) vs KTRIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 10.92 vs. KTRIX (-5.52).
| FWCBX | KTRIX | FWCBX / KTRIX | |
| Total Expense Ratio | 0.32 | 0.69 | 46% |
| Annual Report Gross Expense Ratio | 0.32 | 0.69 | 46% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 5.909 | 0.894 | 661% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 563M | 19,538% |
| Annual Yield % from dividends | 3.41 | 4.10 | 83% |
| Returns for 1 year | 10.92 | -5.52 | -198% |
| Returns for 3 years | 25.69 | 9.51 | 270% |
| Returns for 5 years | N/A | 18.46 | - |
| Returns for 10 years | N/A | 27.25 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...