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FWCBX vs RCEEX
FWCBX vs RCEEX Comparison
Open Charts FWCBX vs RCEEX
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
American Funds Capital Income Bldr R2E
Price$71.09
Change+$0.73 (+1.04%)
VolumeN/A
Net Assets107.13B
FWCBX vs RCEEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX (107B) and RCEEX (107B) have equal amount of cash in the bank . FWCBX pays higher dividends than RCEEX: FWCBX (3.42) vs RCEEX (2.71). FWCBX was incepted earlier than RCEEX: FWCBX (4 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than FWCBX (0.32). FWCBX (250) and RCEEX (250) have matching initial minimum investment requirements. RCEEX annual gain was more profitable for investors over the last year : 10.17 vs. FWCBX (9.19).
| FWCBX | RCEEX | FWCBX / RCEEX | |
| Total Expense Ratio | 0.32 | 1.07 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 2.636 | 4.114 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 107B | 100% |
| Annual Yield % from dividends | 3.42 | 2.71 | 126% |
| Returns for 1 year | 9.19 | 10.17 | 90% |
| Returns for 3 years | 16.61 | 14.16 | 117% |
| Returns for 5 years | N/A | 44.26 | - |
| Returns for 10 years | N/A | 31.19 | - |
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