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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.06
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets535.23M
FWCBX vs SIFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. SIFAX (535M). FWCBX (3.30) and SIFAX (3.15) have matching dividends . FWCBX was incepted earlier than SIFAX: FWCBX (5 years) vs SIFAX (13 years). SIFAX (2.14) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SIFAX (43.00). FWCBX has a lower initial minimum investment than SIFAX: FWCBX (250) vs SIFAX (100000). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. SIFAX (5.49).
| FWCBX | SIFAX | FWCBX / SIFAX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 2.14 | 15% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 10.519 | 4.948 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 535M | 21,308% |
| Annual Yield % from dividends | 3.30 | 3.15 | 105% |
| Returns for 1 year | 14.20 | 5.49 | 259% |
| Returns for 3 years | 35.55 | 5.96 | 596% |
| Returns for 5 years | N/A | 35.96 | - |
| Returns for 10 years | N/A | 24.05 | - |
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