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FWCBX vs MRJIX
FWCBX vs MRJIX Comparison
Open Charts FWCBX vs MRJIX
American Funds Capital Income Bldr 529F3
Price$71.86
Change-$0.31 (-0.43%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Multi-Asset Real Return I
Price$10.94
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
FWCBX vs MRJIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. MRJIX (11.9M). MRJIX pays higher dividends than FWCBX: MRJIX (4.80) vs FWCBX (3.54). FWCBX was incepted earlier than MRJIX: FWCBX (4 years) vs MRJIX (6 years). MRJIX is a more actively managed with annual turnover of: 519.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than MRJIX: FWCBX (250) vs MRJIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 18.21 vs. MRJIX (6.39).
| FWCBX | MRJIX | FWCBX / MRJIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 10.899 | 0.829 | 1,314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 11.9M | 899,160% |
| Annual Yield % from dividends | 3.54 | 4.80 | 74% |
| Returns for 1 year | 18.21 | 6.39 | 285% |
| Returns for 3 years | 15.57 | -3.57 | -436% |
| Returns for 5 years | N/A | 20.24 | - |
| Returns for 10 years | N/A | N/A | - |