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FWCBX vs MRJSX
FWCBX vs MRJSX Comparison
Open Charts FWCBX vs MRJSX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Multi-Asset Real ReturnR6
Price$11.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWCBX vs MRJSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MRJSX (19M). MRJSX pays higher dividends than FWCBX: MRJSX (4.85) vs FWCBX (3.54). FWCBX was incepted earlier than MRJSX: FWCBX (4 years) vs MRJSX (6 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 : 21.57 vs. MRJSX (12.20).
| FWCBX | MRJSX | FWCBX / MRJSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.828 | 4.608 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 19M | 578,947% |
| Annual Yield % from dividends | 3.54 | 4.85 | 73% |
| Returns for 1 year | 21.57 | 12.20 | 177% |
| Returns for 3 years | 21.52 | 9.32 | 231% |
| Returns for 5 years | N/A | 26.95 | - |
| Returns for 10 years | N/A | N/A | - |
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