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FWCBX vs RAZAX
FWCBX vs RAZAX Comparison
Open Charts FWCBX vs RAZAX
American Funds Capital Income Bldr 529F3
Price$73.82
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
Russell Inv Multi-Asset Strat A
Price$10.95
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets570.85M
FWCBX vs RAZAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 112B vs. RAZAX (571M). RAZAX (3.47) and FWCBX (3.41) 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 : 10.73 vs. RAZAX (7.56).
| 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 | 7.852 | 4.666 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 571M | 19,615% |
| Annual Yield % from dividends | 3.41 | 3.47 | 98% |
| Returns for 1 year | 10.73 | 7.56 | 142% |
| Returns for 3 years | 26.64 | 26.45 | 101% |
| Returns for 5 years | N/A | 29.44 | - |
| Returns for 10 years | N/A | N/A | - |
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