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FWCBX vs RMGYX
FWCBX vs RMGYX Comparison
Open Charts FWCBX vs RMGYX
American Funds Capital Income Bldr 529F3
Price$78.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Russell Inv Multi-Asset Strat Y
Price$11.62
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets577M
FWCBX vs RMGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. RMGYX (577M). RMGYX pays higher dividends than FWCBX: RMGYX (3.65) vs FWCBX (3.25). 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 : 12.87 vs. RMGYX (11.94).
| 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 | 14.756 | 11.508 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 577M | 20,451% |
| Annual Yield % from dividends | 3.25 | 3.65 | 89% |
| Returns for 1 year | 12.87 | 11.94 | 108% |
| Returns for 3 years | 32.86 | 32.48 | 101% |
| Returns for 5 years | N/A | 29.78 | - |
| Returns for 10 years | N/A | N/A | - |
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