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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$78.45
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Russell Inv Multi-Asset Strat A
Price$11.61
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets578.39M
FWCBX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. RAZAX (578M). RAZAX (3.26) and FWCBX (3.25) have matching dividends . FWCBX was incepted earlier than RAZAX: FWCBX (5 years) vs RAZAX (8 years). RAZAX (1.32) is less costly to investors than FWCBX (0.32). RAZAX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RAZAX has a lower initial minimum investment than FWCBX: RAZAX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 11.45 vs. RAZAX (10.07).
| FWCBX | RAZAX | FWCBX / RAZAX | |
| Total Expense Ratio | 0.32 | 1.14 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.32 | 24% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 15.403 | 11.741 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 578M | 20,415% |
| Annual Yield % from dividends | 3.25 | 3.26 | 100% |
| Returns for 1 year | 11.45 | 10.07 | 114% |
| Returns for 3 years | 38.32 | 37.05 | 103% |
| Returns for 5 years | N/A | 27.88 | - |
| Returns for 10 years | N/A | N/A | - |
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