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FWCBX vs MFWIX
FWCBX vs MFWIX Comparison
Open Charts FWCBX vs MFWIX
American Funds Capital Income Bldr 529F3
Price$72.70
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return I
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
FWCBX vs MFWIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. MFWIX (1.3B). FWCBX pays higher dividends than MFWIX: FWCBX (3.54) vs MFWIX (2.18). FWCBX was incepted earlier than MFWIX: FWCBX (4 years) vs MFWIX (28 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than FWCBX: MFWIX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 18.53 vs. MFWIX (11.68).
| FWCBX | MFWIX | FWCBX / MFWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 28 years | - |
| Gain YTD | 12.196 | 7.042 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.3B | 8,320% |
| Annual Yield % from dividends | 3.54 | 2.18 | 162% |
| Returns for 1 year | 18.53 | 11.68 | 159% |
| Returns for 3 years | 17.38 | -6.20 | -280% |
| Returns for 5 years | N/A | 4.21 | - |
| Returns for 10 years | N/A | 23.28 | - |
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