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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.15
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets520.99M
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. SIFAX (521M). FWCBX (3.17) and SIFAX (3.07) 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 : 10.54 vs. SIFAX (4.81).
| 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 | 16.542 | 6.120 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 521M | 22,841% |
| Annual Yield % from dividends | 3.17 | 3.07 | 103% |
| Returns for 1 year | 10.54 | 4.81 | 219% |
| Returns for 3 years | 51.88 | 13.10 | 396% |
| Returns for 5 years | N/A | 36.25 | - |
| Returns for 10 years | N/A | 29.60 | - |
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