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FWCBX vs RIREX
FWCBX vs RIREX Comparison
Open Charts FWCBX vs RIREX
American Funds Capital Income Bldr 529F3
Price$68.75
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
American Funds Capital Income Bldr R4
Price$68.76
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
FWCBX vs RIREX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX (100B) and RIREX (100B) have equal amount of cash in the bank . FWCBX pays higher dividends than RIREX: FWCBX (3.42) vs RIREX (3.13). FWCBX was incepted earlier than RIREX: FWCBX (4 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than FWCBX (0.32). FWCBX (250) and RIREX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 1.25 vs. RIREX (0.96).
| FWCBX | RIREX | FWCBX / RIREX | |
| Total Expense Ratio | 0.32 | 0.62 | 52% |
| Annual Report Gross Expense Ratio | 0.32 | 0.62 | 52% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -3.281 | -3.353 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 100B | 100% |
| Annual Yield % from dividends | 3.42 | 3.13 | 109% |
| Returns for 1 year | 1.25 | 0.96 | 130% |
| Returns for 3 years | 7.41 | 4.33 | 171% |
| Returns for 5 years | N/A | 35.42 | - |
| Returns for 10 years | N/A | 26.09 | - |
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