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FWCBX vs MRJCX
FWCBX vs MRJCX Comparison
Open Charts FWCBX vs MRJCX
American Funds Capital Income Bldr 529F3
Price$71.42
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
Morgan Stanley Multi-Asset Real Return C
Price$10.22
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets7.6M
FWCBX vs MRJCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. MRJCX (7.6M). MRJCX pays higher dividends than FWCBX: MRJCX (9.90) vs FWCBX (3.35). FWCBX was incepted earlier than MRJCX: FWCBX (4 years) vs MRJCX (7 years). MRJCX (3.10) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than MRJCX: FWCBX (250) vs MRJCX (1000). FWCBX annual gain was more profitable for investors over the last year : 9.80 vs. MRJCX (5.67).
| FWCBX | MRJCX | FWCBX / MRJCX | |
| Total Expense Ratio | 0.32 | 1.91 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 3.10 | 10% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 4.346 | 5.791 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 7.6M | 1,434,588% |
| Annual Yield % from dividends | 3.35 | 9.90 | 34% |
| Returns for 1 year | 9.80 | 5.67 | 173% |
| Returns for 3 years | 21.03 | 5.32 | 395% |
| Returns for 5 years | N/A | 42.44 | - |
| Returns for 10 years | N/A | N/A | - |