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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$78.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Morningstar Global Income
Price$9.94
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets143.7M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. MSTGX (144M). MSTGX pays higher dividends than FWCBX: MSTGX (4.95) 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 : 12.87 vs. MSTGX (10.63).
| 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 | 14.756 | 10.933 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 144M | 81,944% |
| Annual Yield % from dividends | 3.25 | 4.95 | 66% |
| Returns for 1 year | 12.87 | 10.63 | 121% |
| Returns for 3 years | 32.86 | 22.84 | 144% |
| Returns for 5 years | N/A | 20.35 | - |
| Returns for 10 years | N/A | N/A | - |
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