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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$71.50
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets108.29B
Russell Inv Multi-Asset Strat M
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets550.97M
FWCBX vs RMATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. RMATX (551M). RMATX pays higher dividends than FWCBX: RMATX (3.63) vs FWCBX (3.42). FWCBX was incepted earlier than RMATX: FWCBX (4 years) vs RMATX (8 years). RMATX (1.07) is less costly to investors than FWCBX (0.32). 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 : 11.26 vs. RMATX (9.60).
| FWCBX | RMATX | FWCBX / RMATX | |
| Total Expense Ratio | 0.32 | 0.79 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 4.463 | 1.963 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 551M | 19,601% |
| Annual Yield % from dividends | 3.42 | 3.63 | 94% |
| Returns for 1 year | 11.26 | 9.60 | 117% |
| Returns for 3 years | 20.68 | 19.33 | 107% |
| Returns for 5 years | N/A | 30.72 | - |
| Returns for 10 years | N/A | N/A | - |