Interact to see
Advertisement
Advertisement
FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
Morningstar Global Income
Price$9.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets144.1M
FWCBX vs MSTGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. MSTGX (144M). MSTGX pays higher dividends than FWCBX: MSTGX (4.94) vs FWCBX (3.25). 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 (58.00) and FWCBX (56.00) have comparable annual turnover. 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 : 15.27 vs. MSTGX (11.52).
| 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 | 14.255 | 9.949 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 144M | 81,250% |
| Annual Yield % from dividends | 3.25 | 4.94 | 66% |
| Returns for 1 year | 15.27 | 11.52 | 133% |
| Returns for 3 years | 37.44 | 25.82 | 145% |
| Returns for 5 years | N/A | 21.19 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement