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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Russell Inv Multi-Asset Growth Strat M
Price$10.56
Change-$0.39 (-3.56%)
VolumeN/A
CapitalizationN/A
FWCBX vs RMATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. RMATX (582M). FWCBX (3.54) and RMATX (3.44) have matching dividends . FWCBX was incepted earlier than RMATX: FWCBX (4 years) vs RMATX (8 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. RMATX (73.00). RMATX has a lower initial minimum investment than FWCBX: RMATX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. RMATX (11.80).
| FWCBX | RMATX | FWCBX / RMATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 12.273 | 10.911 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 582M | 18,557% |
| Annual Yield % from dividends | 3.54 | 3.44 | 103% |
| Returns for 1 year | 13.73 | 11.80 | 116% |
| Returns for 3 years | 17.14 | 10.28 | 167% |
| Returns for 5 years | N/A | 14.19 | - |
| Returns for 10 years | N/A | N/A | - |
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