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FWCBX vs MSTSX
FWCBX vs MSTSX Comparison
Open Charts FWCBX vs MSTSX
American Funds Capital Income Bldr 529F3
Price$72.46
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
Morningstar Global Opportunistic Equity
Price$10.96
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets321.67M
FWCBX vs MSTSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MSTSX (322M). 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 annual gain was more profitable for investors over the last year : 12.42 vs. MSTSX (5.78).
| 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 | 5.121 | 4.981 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 322M | 34,161% |
| Annual Yield % from dividends | 3.54 | 2.23 | 158% |
| Returns for 1 year | 12.42 | 5.78 | 215% |
| Returns for 3 years | 17.70 | 12.96 | 137% |
| Returns for 5 years | N/A | 14.36 | - |
| Returns for 10 years | N/A | N/A | - |
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