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FWCBX vs MRJCX
FWCBX vs MRJCX Comparison
Open Charts FWCBX vs MRJCX
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
Morgan Stanley Multi-Asset Real Return C
Price$10.48
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.92M
FWCBX vs MRJCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MRJCX (7.92M). MRJCX pays higher dividends than FWCBX: MRJCX (9.57) vs FWCBX (3.41). FWCBX was incepted earlier than MRJCX: FWCBX (5 years) vs MRJCX (7 years). MRJCX (3.10) is less costly to investors than FWCBX (0.32). MRJCX is a more actively managed with annual turnover of: 310.00 vs. FWCBX (56.00). 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 : 10.92 vs. MRJCX (9.60).
| FWCBX | MRJCX | FWCBX / MRJCX | |
| Total Expense Ratio | 0.32 | 1.91 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 3.10 | 10% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 5.909 | 9.204 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 7.92M | 1,389,240% |
| Annual Yield % from dividends | 3.41 | 9.57 | 36% |
| Returns for 1 year | 10.92 | 9.60 | 114% |
| Returns for 3 years | 25.69 | 13.58 | 189% |
| Returns for 5 years | N/A | 40.40 | - |
| Returns for 10 years | N/A | N/A | - |
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