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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.00
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets536.44M
FWCBX vs SIFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. SIFAX (536M). FWCBX pays higher dividends than SIFAX: FWCBX (3.41) vs SIFAX (3.11). 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 : 10.52 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 | 6.070 | 4.167 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 536M | 20,522% |
| Annual Yield % from dividends | 3.41 | 3.11 | 109% |
| Returns for 1 year | 10.52 | 4.44 | 237% |
| Returns for 3 years | 26.00 | 6.34 | 410% |
| Returns for 5 years | N/A | 36.35 | - |
| Returns for 10 years | N/A | 22.17 | - |