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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$79.17
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.1B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.31
Change+$0.04 (+0.48%)
VolumeN/A
Net Assets516.39M
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. SIFAX (516M). FWCBX (3.16) and SIFAX (3.06) have matching dividends . FWCBX was incepted earlier than SIFAX: FWCBX (5 years) vs SIFAX (14 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 : 13.45 vs. SIFAX (7.15). FWCBX return over 5 years is better than : 53.46 vs. SIFAX (34.99).
| 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 | 14 years | - |
| Gain YTD | 17.223 | 7.682 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 516M | 23,062% |
| Annual Yield % from dividends | 3.16 | 3.06 | 103% |
| Returns for 1 year | 13.45 | 7.15 | 188% |
| Returns for 3 years | 39.74 | 11.04 | 360% |
| Returns for 5 years | 53.46 | 34.99 | 153% |
| Returns for 10 years | N/A | 31.36 | - |
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