Interact to see
Advertisement
Advertisement
FWCBX vs MSTGX
FWCBX vs MSTGX Comparison
Open Charts FWCBX vs MSTGX
American Funds Capital Income Bldr 529F3
Price$78.27
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.3B
Morningstar Global Income
Price$9.90
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets142.78M
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: 118B vs. MSTGX (143M). MSTGX pays higher dividends than FWCBX: MSTGX (4.79) vs FWCBX (3.17). 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 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 : 10.64 vs. MSTGX (8.93).
| 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 | 15.891 | 11.163 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 143M | 82,517% |
| Annual Yield % from dividends | 3.17 | 4.79 | 66% |
| Returns for 1 year | 10.64 | 8.93 | 119% |
| Returns for 3 years | 50.30 | 36.24 | 139% |
| Returns for 5 years | N/A | 24.48 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement