Interact to see
Advertisement
Advertisement
FWCBX vs MRJIX
FWCBX vs MRJIX Comparison
Open Charts FWCBX vs MRJIX
American Funds Capital Income Bldr 529F3
Price$75.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
Morgan Stanley Multi-Asset Real Return I
Price$10.77
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets8.66M
FWCBX vs MRJIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. MRJIX (8.66M). MRJIX pays higher dividends than FWCBX: MRJIX (10.37) vs FWCBX (3.30). FWCBX was incepted earlier than MRJIX: FWCBX (5 years) vs MRJIX (7 years). MRJIX (2.30) is less costly to investors than FWCBX (0.32). MRJIX is a more actively managed with annual turnover of: 310.00 vs. FWCBX (56.00). 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 : 13.42 vs. MRJIX (10.71).
| FWCBX | MRJIX | FWCBX / MRJIX | |
| Total Expense Ratio | 0.32 | 0.80 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 2.30 | 14% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 9.927 | 10.645 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 8.66M | 1,304,850% |
| Annual Yield % from dividends | 3.30 | 10.37 | 32% |
| Returns for 1 year | 13.42 | 10.71 | 125% |
| Returns for 3 years | 25.66 | 16.82 | 153% |
| Returns for 5 years | N/A | 37.63 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement