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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$78.15
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets117.62B
Morningstar Global Income
Price$9.92
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets142.3M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. MSTGX (142M). MSTGX pays higher dividends than FWCBX: MSTGX (4.79) vs FWCBX (3.17). FWCBX was incepted earlier than MSTGX: FWCBX (5 years) vs MSTGX (7 years). MSTGX (0.75) is less costly to investors than FWCBX (0.32). MSTGX is a more actively managed with annual turnover of: 75.00 vs. FWCBX (56.00). MSTGX has a lower initial minimum investment than FWCBX: MSTGX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 11.62 vs. MSTGX (9.17).
| FWCBX | MSTGX | FWCBX / MSTGX | |
| Total Expense Ratio | 0.32 | 0.74 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.75 | 43% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.961 | 10.828 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 142M | 83,099% |
| Annual Yield % from dividends | 3.17 | 4.79 | 66% |
| Returns for 1 year | 11.62 | 9.17 | 127% |
| Returns for 3 years | 40.93 | 29.08 | 141% |
| Returns for 5 years | N/A | 21.21 | - |
| Returns for 10 years | N/A | N/A | - |
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