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FWCBX vs RMGSX
FWCBX vs RMGSX Comparison
Open Charts FWCBX vs RMGSX
American Funds Capital Income Bldr 529F3
Price$79.58
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
Russell Inv Multi-Asset Strat S
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets589.97M
FWCBX vs RMGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. RMGSX (590M). RMGSX (3.31) and FWCBX (3.17) have matching dividends . FWCBX was incepted earlier than RMGSX: FWCBX (5 years) vs RMGSX (9 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 : 12.46 vs. RMGSX (11.84).
| 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 | 9 years | - |
| Gain YTD | 17.830 | 15.658 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 590M | 20,339% |
| Annual Yield % from dividends | 3.17 | 3.31 | 96% |
| Returns for 1 year | 12.46 | 11.84 | 105% |
| Returns for 3 years | 52.81 | 55.85 | 95% |
| Returns for 5 years | N/A | 35.00 | - |
| Returns for 10 years | N/A | N/A | - |
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