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FWCBX vs RIRFX
FWCBX vs RIRFX Comparison
Open Charts FWCBX vs RIRFX
American Funds Capital Income Bldr 529F3
Price$72.92
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets110.51B
American Funds Capital Income Bldr R5
Price$72.96
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets110.51B
FWCBX vs RIRFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX (111B) and RIRFX (111B) have equal amount of cash in the bank . RIRFX (3.41) and FWCBX (3.41) have matching dividends . FWCBX was incepted earlier than RIRFX: FWCBX (5 years) vs RIRFX (23 years). FWCBX (0.32) and RIRFX (0.31) have similar cost to investors . FWCBX (56.00) and RIRFX (56.00) have comparable annual turnover. FWCBX (250) and RIRFX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 10.82 vs. RIRFX (10.04).
| FWCBX | RIRFX | FWCBX / RIRFX | |
| Total Expense Ratio | 0.32 | 0.31 | 103% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.844 | 6.534 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 111B | 100% |
| Annual Yield % from dividends | 3.41 | 3.41 | 100% |
| Returns for 1 year | 10.82 | 10.04 | 108% |
| Returns for 3 years | 25.38 | 25.07 | 101% |
| Returns for 5 years | N/A | 60.76 | - |
| Returns for 10 years | N/A | 50.67 | - |
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