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FWCBX vs MRJCX
FWCBX vs MRJCX Comparison
Open Charts FWCBX vs MRJCX
American Funds Capital Income Bldr 529F3
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
Morgan Stanley Multi-Asset Real Return C
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets7.87M
FWCBX vs MRJCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. MRJCX (7.87M). MRJCX pays higher dividends than FWCBX: MRJCX (9.57) vs FWCBX (3.42). 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 : 10.81 vs. MRJCX (8.66).
| 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 | 2.315 | 8.066 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 7.87M | 1,347,229% |
| Annual Yield % from dividends | 3.42 | 9.57 | 36% |
| Returns for 1 year | 10.81 | 8.66 | 125% |
| Returns for 3 years | 14.79 | 8.06 | 183% |
| Returns for 5 years | N/A | 38.32 | - |
| Returns for 10 years | N/A | N/A | - |
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