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FWCBX vs MRJSX
FWCBX vs MRJSX Comparison
Open Charts FWCBX vs MRJSX
American Funds Capital Income Bldr 529F3
Price$72.29
Change-$0.18 (-0.25%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.97
Change-$0.03 (-0.27%)
VolumeN/A
CapitalizationN/A
FWCBX vs MRJSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. MRJSX (15.2M). MRJSX pays higher dividends than FWCBX: MRJSX (4.85) vs FWCBX (3.54). FWCBX was incepted earlier than MRJSX: FWCBX (4 years) vs MRJSX (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 : 19.01 vs. MRJSX (6.54).
| 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 | 11.563 | 1.106 | 1,045% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 15.2M | 710,526% |
| Annual Yield % from dividends | 3.54 | 4.85 | 73% |
| Returns for 1 year | 19.01 | 6.54 | 291% |
| Returns for 3 years | 16.01 | -3.42 | -469% |
| Returns for 5 years | N/A | 20.75 | - |
| Returns for 10 years | N/A | N/A | - |