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FWCBX vs MRJAX
FWCBX vs MRJAX Comparison
Open Charts FWCBX vs MRJAX
American Funds Capital Income Bldr 529F3
Price$69.73
Change-$0.26 (-0.37%)
VolumeN/A
Net Assets106.16B
Morgan Stanley Multi-Asset Real Return A
Price$10.55
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets7.79M
FWCBX vs MRJAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. MRJAX (7.79M). MRJAX pays higher dividends than FWCBX: MRJAX (10.27) vs FWCBX (3.42). FWCBX was incepted earlier than MRJAX: FWCBX (4 years) vs MRJAX (7 years). MRJAX (2.38) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than MRJAX: FWCBX (250) vs MRJAX (1000). FWCBX annual gain was more profitable for investors over the last year : 10.42 vs. MRJAX (8.29).
| FWCBX | MRJAX | FWCBX / MRJAX | |
| Total Expense Ratio | 0.32 | 1.16 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 2.38 | 13% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 1.877 | 7.179 | 26% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 7.79M | 1,360,021% |
| Annual Yield % from dividends | 3.42 | 10.27 | 33% |
| Returns for 1 year | 10.42 | 8.29 | 126% |
| Returns for 3 years | 14.11 | 9.51 | 148% |
| Returns for 5 years | N/A | 41.80 | - |
| Returns for 10 years | N/A | N/A | - |
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