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FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Morningstar Global Income
Price$9.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets145.39M
FWCBX vs MSTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. MSTGX (145M). 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 : 16.05 vs. MSTGX (11.80).
| 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 | 13.226 | 9.394 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 145M | 80,000% |
| Annual Yield % from dividends | 3.25 | 4.94 | 66% |
| Returns for 1 year | 16.05 | 11.80 | 136% |
| Returns for 3 years | 36.51 | 26.27 | 139% |
| Returns for 5 years | N/A | 23.46 | - |
| Returns for 10 years | N/A | N/A | - |
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