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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$79.66
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets119.59B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.23
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets518.01M
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. SIFAX (518M). FWCBX (3.17) and SIFAX (3.07) 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 : 11.45 vs. SIFAX (5.71).
| 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 | 17.949 | 6.771 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 518M | 23,166% |
| Annual Yield % from dividends | 3.17 | 3.07 | 103% |
| Returns for 1 year | 11.45 | 5.71 | 200% |
| Returns for 3 years | 51.30 | 11.22 | 457% |
| Returns for 5 years | N/A | 35.20 | - |
| Returns for 10 years | N/A | 29.07 | - |
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