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FWCBX vs RMATX
FWCBX vs RMATX Comparison
Open Charts FWCBX vs RMATX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Russell Inv Multi-Asset Strat M
Price$11.93
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets584.9M
FWCBX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. RMATX (585M). RMATX pays higher dividends than FWCBX: RMATX (3.39) vs FWCBX (3.17). FWCBX was incepted earlier than RMATX: FWCBX (5 years) vs RMATX (9 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). RMATX annual gain was more profitable for investors over the last year : 11.88 vs. FWCBX (10.96).
| 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 | 9 years | - |
| Gain YTD | 17.223 | 15.035 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 585M | 20,342% |
| Annual Yield % from dividends | 3.17 | 3.39 | 93% |
| Returns for 1 year | 10.96 | 11.88 | 92% |
| Returns for 3 years | 50.29 | 54.13 | 93% |
| Returns for 5 years | N/A | 34.70 | - |
| Returns for 10 years | N/A | N/A | - |
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