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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$79.17
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
Morningstar Global Income
Price$9.87
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets139.95M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. MSTGX (140M). MSTGX pays higher dividends than FWCBX: MSTGX (4.73) vs FWCBX (3.16). FWCBX was incepted earlier than MSTGX: FWCBX (5 years) vs MSTGX (7 years). MSTGX (0.77) 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 : 13.45 vs. MSTGX (9.86). FWCBX return over 5 years is better than : 53.46 vs. MSTGX (15.79).
| FWCBX | MSTGX | FWCBX / MSTGX | |
| Total Expense Ratio | 0.32 | 0.74 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.77 | 42% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 17.223 | 11.267 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 140M | 85,714% |
| Annual Yield % from dividends | 3.16 | 4.73 | 67% |
| Returns for 1 year | 13.45 | 9.86 | 136% |
| Returns for 3 years | 39.74 | 28.18 | 141% |
| Returns for 5 years | 53.46 | 15.79 | 339% |
| Returns for 10 years | N/A | N/A | - |
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