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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
Morningstar Global Income
Price$9.75
Change-$0.06 (-0.61%)
VolumeN/A
Net Assets144.05M
FWCBX vs MSTGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. MSTGX (144M). MSTGX pays higher dividends than FWCBX: MSTGX (5.45) vs FWCBX (3.30). 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 : 14.20 vs. MSTGX (11.06).
| 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 | 10.519 | 8.105 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 144M | 79,861% |
| Annual Yield % from dividends | 3.30 | 5.45 | 61% |
| Returns for 1 year | 14.20 | 11.06 | 128% |
| Returns for 3 years | 35.55 | 24.35 | 146% |
| Returns for 5 years | N/A | 23.63 | - |
| Returns for 10 years | N/A | N/A | - |
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