Ad is loading...
FWCBX vs MSTSX
FWCBX vs MSTSX Comparison
Open Charts FWCBX vs MSTSX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Morningstar Global Opportunistic Equity
Price$11.39
Change-$0.30 (-2.57%)
VolumeN/A
CapitalizationN/A
FWCBX vs MSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. MSTSX (321M). 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). MSTSX annual gain was more profitable for investors over the last year : 15.41 vs. FWCBX (13.73).
| 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 | 12.273 | 13.404 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 321M | 33,645% |
| Annual Yield % from dividends | 3.54 | 2.23 | 158% |
| Returns for 1 year | 13.73 | 15.41 | 89% |
| Returns for 3 years | 17.14 | 18.94 | 91% |
| Returns for 5 years | N/A | 16.24 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...