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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
Russell Inv Multi-Asset Strat M
Price$11.23
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets575.11M
FWCBX vs RMATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. RMATX (575M). RMATX pays higher dividends than FWCBX: RMATX (3.68) vs FWCBX (3.30). FWCBX was incepted earlier than RMATX: FWCBX (5 years) vs RMATX (8 years). RMATX (1.07) is less costly to investors than FWCBX (0.32). RMATX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). 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 : 14.20 vs. RMATX (10.92).
| FWCBX | RMATX | FWCBX / RMATX | |
| Total Expense Ratio | 0.32 | 0.79 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.519 | 7.871 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 575M | 20,000% |
| Annual Yield % from dividends | 3.30 | 3.68 | 90% |
| Returns for 1 year | 14.20 | 10.92 | 130% |
| Returns for 3 years | 35.55 | 38.03 | 93% |
| Returns for 5 years | N/A | 28.01 | - |
| Returns for 10 years | N/A | N/A | - |
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