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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$76.77
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets115.86B
Russell Inv Multi-Asset Strat A
Price$11.33
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets580.07M
FWCBX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. RAZAX (580M). RAZAX (3.27) 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 : 12.76 vs. RAZAX (10.05).
| 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 | 12.931 | 8.851 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 580M | 20,000% |
| Annual Yield % from dividends | 3.25 | 3.27 | 99% |
| Returns for 1 year | 12.76 | 10.05 | 127% |
| Returns for 3 years | 38.42 | 37.56 | 102% |
| Returns for 5 years | N/A | 26.87 | - |
| Returns for 10 years | N/A | N/A | - |
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