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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Russell Inv Multi-Asset Strat Y
Price$11.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets576.72M
FWCBX vs RMGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. RMGYX (577M). RMGYX pays higher dividends than FWCBX: RMGYX (3.54) vs FWCBX (3.16). 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 (13.35) and RMGYX (13.14) have marching annual gain over last year. FWCBX return over 5 years is better than : 53.33 vs. RMGYX (28.22).
| 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 | 16.957 | 14.507 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 577M | 20,624% |
| Annual Yield % from dividends | 3.16 | 3.54 | 89% |
| Returns for 1 year | 13.35 | 13.14 | 102% |
| Returns for 3 years | 39.43 | 43.35 | 91% |
| Returns for 5 years | 53.33 | 28.22 | 189% |
| Returns for 10 years | N/A | N/A | - |
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