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FWCBX vs MRJIX
FWCBX vs MRJIX Comparison
Open Charts FWCBX vs MRJIX
American Funds Capital Income Bldr 529F3
Price$68.75
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
Morgan Stanley Multi-Asset Real Return I
Price$10.39
Change+$0.25 (+2.47%)
VolumeN/A
Net Assets7.64M
FWCBX vs MRJIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 100B vs. MRJIX (7.64M). MRJIX pays higher dividends than FWCBX: MRJIX (10.37) vs FWCBX (3.42). FWCBX was incepted earlier than MRJIX: FWCBX (4 years) vs MRJIX (7 years). MRJIX (2.04) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than MRJIX: FWCBX (250) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 3.94 vs. FWCBX (1.25).
| FWCBX | MRJIX | FWCBX / MRJIX | |
| Total Expense Ratio | 0.32 | 0.81 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 2.04 | 16% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -3.281 | 3.787 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 7.64M | 1,308,387% |
| Annual Yield % from dividends | 3.42 | 10.37 | 33% |
| Returns for 1 year | 1.25 | 3.94 | 32% |
| Returns for 3 years | 7.41 | 8.04 | 92% |
| Returns for 5 years | N/A | 38.60 | - |
| Returns for 10 years | N/A | N/A | - |
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