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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
Russell Inv Multi-Asset Strat M
Price$11.50
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets586.49M
FWCBX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. RMATX (586M). RMATX pays higher dividends than FWCBX: RMATX (3.57) vs FWCBX (3.25). 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 : 15.27 vs. RMATX (14.19).
| 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 | 14.255 | 10.422 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 586M | 19,966% |
| Annual Yield % from dividends | 3.25 | 3.57 | 91% |
| Returns for 1 year | 15.27 | 14.19 | 108% |
| Returns for 3 years | 37.44 | 38.03 | 98% |
| Returns for 5 years | N/A | 29.96 | - |
| Returns for 10 years | N/A | N/A | - |
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