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FWCBX vs MSTSX
FWCBX vs MSTSX Comparison
Open Charts FWCBX vs MSTSX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Morningstar Global Opportunistic Equity
Price$11.65
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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FWCBX vs MSTSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MSTSX (326M). FWCBX pays higher dividends than MSTSX: FWCBX (3.54) vs MSTSX (2.23). FWCBX was incepted earlier than MSTSX: FWCBX (4 years) vs MSTSX (6 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. MSTSX (47.00). MSTSX has a lower initial minimum investment than FWCBX: MSTSX (0) vs FWCBX (250). FWCBX (21.57) and MSTSX (21.11) have marching annual gain over last year.
| FWCBX | MSTSX | FWCBX / MSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.828 | 12.729 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 326M | 33,742% |
| Annual Yield % from dividends | 3.54 | 2.23 | 158% |
| Returns for 1 year | 21.57 | 21.11 | 102% |
| Returns for 3 years | 21.52 | -0.71 | -3,024% |
| Returns for 5 years | N/A | 21.49 | - |
| Returns for 10 years | N/A | N/A | - |
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