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FWCBX vs MCLOX
FWCBX vs MCLOX Comparison
Open Charts FWCBX vs MCLOX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
BlackRock Global Allocation Inv C
Price$16.77
Change+$0.21 (+1.27%)
VolumeN/A
CapitalizationN/A
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FWCBX vs MCLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MCLOX (17.3B). FWCBX pays higher dividends than MCLOX: FWCBX (3.54) vs MCLOX (0.49). FWCBX was incepted earlier than MCLOX: FWCBX (4 years) vs MCLOX (30 years). MCLOX is a more actively managed with annual turnover of: 174.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than MCLOX: FWCBX (250) vs MCLOX (1000). FWCBX annual gain was more profitable for investors over the last year : 21.57 vs. MCLOX (14.68).
| FWCBX | MCLOX | FWCBX / MCLOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 30 years | - |
| Gain YTD | 12.828 | 5.871 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 17.3B | 636% |
| Annual Yield % from dividends | 3.54 | 0.49 | 720% |
| Returns for 1 year | 21.57 | 14.68 | 147% |
| Returns for 3 years | 21.52 | -10.51 | -205% |
| Returns for 5 years | N/A | -0.00 | - |
| Returns for 10 years | N/A | -14.15 | - |
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