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FWCBX vs RMGSX
FWCBX vs RMGSX Comparison
Open Charts FWCBX vs RMGSX
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Russell Inv Multi-Asset Strat S
Price$11.47
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets574.04M
FWCBX vs RMGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. RMGSX (574M). RMGSX pays higher dividends than FWCBX: RMGSX (3.48) vs FWCBX (3.25). FWCBX was incepted earlier than RMGSX: FWCBX (5 years) vs RMGSX (8 years). RMGSX (1.07) is less costly to investors than FWCBX (0.32). RMGSX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). RMGSX has a lower initial minimum investment than FWCBX: RMGSX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 16.02 vs. RMGSX (14.21).
| FWCBX | RMGSX | FWCBX / RMGSX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 13.726 | 10.390 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 574M | 20,209% |
| Annual Yield % from dividends | 3.25 | 3.48 | 94% |
| Returns for 1 year | 16.02 | 14.21 | 113% |
| Returns for 3 years | 34.46 | 33.23 | 104% |
| Returns for 5 years | N/A | 27.68 | - |
| Returns for 10 years | N/A | N/A | - |
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