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FWCBX vs MRJSX
FWCBX vs MRJSX Comparison
Open Charts FWCBX vs MRJSX
American Funds Capital Income Bldr 529F3
Price$69.03
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Multi-Asset Real ReturnR6
Price$9.70
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
FWCBX vs MRJSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 105B vs. MRJSX (12.2M). MRJSX pays higher dividends than FWCBX: MRJSX (4.85) vs FWCBX (3.54). FWCBX was incepted earlier than MRJSX: FWCBX (4 years) vs MRJSX (7 years). MRJSX is a more actively managed with annual turnover of: 519.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than MRJSX: FWCBX (250) vs MRJSX (5000000). FWCBX annual gain was more profitable for investors over the last year : 8.77 vs. MRJSX (-0.08).
| FWCBX | MRJSX | FWCBX / MRJSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 8.068 | -0.449 | -1,797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 12.2M | 860,656% |
| Annual Yield % from dividends | 3.54 | 4.85 | 73% |
| Returns for 1 year | 8.77 | -0.08 | -10,903% |
| Returns for 3 years | 11.16 | 9.14 | 122% |
| Returns for 5 years | N/A | 16.12 | - |
| Returns for 10 years | N/A | N/A | - |
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