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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$73.13
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets110.6B
Russell Inv Multi-Asset Strat Y
Price$11.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets564.82M
FWCBX vs RMGYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 111B vs. RMGYX (565M). RMGYX pays higher dividends than FWCBX: RMGYX (3.88) vs FWCBX (3.41). FWCBX was incepted earlier than RMGYX: FWCBX (5 years) vs RMGYX (8 years). RMGYX (0.87) is less costly to investors than FWCBX (0.32). RMGYX is a more actively managed with annual turnover of: 97.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than RMGYX: FWCBX (250) vs RMGYX (10000000). FWCBX annual gain was more profitable for investors over the last year : 10.82 vs. RMGYX (8.44).
| FWCBX | RMGYX | FWCBX / RMGYX | |
| Total Expense Ratio | 0.32 | 0.69 | 46% |
| Annual Report Gross Expense Ratio | 0.32 | 0.87 | 37% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 6.844 | 3.695 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 565M | 19,646% |
| Annual Yield % from dividends | 3.41 | 3.88 | 88% |
| Returns for 1 year | 10.82 | 8.44 | 128% |
| Returns for 3 years | 25.38 | 25.55 | 99% |
| Returns for 5 years | N/A | 33.33 | - |
| Returns for 10 years | N/A | N/A | - |
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