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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.02
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets523.27M
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. SIFAX (523M). FWCBX (3.25) and SIFAX (3.12) 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 : 16.05 vs. SIFAX (4.44).
| 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 | 13.226 | 4.427 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 523M | 22,180% |
| Annual Yield % from dividends | 3.25 | 3.12 | 104% |
| Returns for 1 year | 16.05 | 4.44 | 362% |
| Returns for 3 years | 36.51 | 6.73 | 543% |
| Returns for 5 years | N/A | 34.77 | - |
| Returns for 10 years | N/A | 23.84 | - |
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