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FWCBX vs RIRFX
FWCBX vs RIRFX Comparison
Open Charts FWCBX vs RIRFX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
American Funds Capital Income Bldr R5
Price$71.09
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
FWCBX vs RIRFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX (110B) and RIRFX (110B) have equal amount of cash in the bank . RIRFX (3.42) and FWCBX (3.42) have matching dividends . FWCBX was incepted earlier than RIRFX: FWCBX (4 years) vs RIRFX (23 years). FWCBX (0.32) and RIRFX (0.31) have similar cost to investors . FWCBX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX (8.67) and FWCBX (8.65) have marching annual gain over last year.
| FWCBX | RIRFX | FWCBX / RIRFX | |
| Total Expense Ratio | 0.32 | 0.31 | 103% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.805 | 3.804 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 110B | 100% |
| Annual Yield % from dividends | 3.42 | 3.42 | 100% |
| Returns for 1 year | 8.65 | 8.67 | 100% |
| Returns for 3 years | 14.99 | 15.04 | 100% |
| Returns for 5 years | N/A | 63.74 | - |
| Returns for 10 years | N/A | 50.53 | - |
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