Interact to see
Advertisement
Advertisement
FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$78.35
Change+$0.09 (+0.12%)
VolumeN/A
Net Assets117.97B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.09
Change+$0.02 (+0.25%)
VolumeN/A
Net Assets519.64M
FWCBX vs SLFYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. SLFYX (520M). SLFYX (3.39) and FWCBX (3.25) have matching dividends . FWCBX was incepted earlier than SLFYX: FWCBX (5 years) vs SLFYX (11 years). SLFYX (1.09) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SLFYX (43.00). FWCBX has a lower initial minimum investment than SLFYX: FWCBX (250) vs SLFYX (100000). FWCBX annual gain was more profitable for investors over the last year : 11.09 vs. SLFYX (4.46).
| FWCBX | SLFYX | FWCBX / SLFYX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 1.09 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 15.256 | 5.215 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 520M | 22,692% |
| Annual Yield % from dividends | 3.25 | 3.39 | 96% |
| Returns for 1 year | 11.09 | 4.46 | 249% |
| Returns for 3 years | 37.62 | 6.40 | 588% |
| Returns for 5 years | N/A | 33.82 | - |
| Returns for 10 years | N/A | 30.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DJIA | 21.78 | 0.08 | +0.37% |
| Global X Dow 30 Covered Call ETF | |||
| EAOR | 34.13 | 0.07 | +0.21% |
| iShares ESG Aware 60/40 Bal Allc ETF | |||
| DFSB | 52.63 | 0.06 | +0.11% |
| Dimensional Global Sstby Fxd Inc ETF | |||
| BSCQ | 19.53 | 0.01 | +0.05% |
| Invesco BulletShares 2026 Corp Bd ETF | |||
| KLMT | 29.47 | N/A | N/A |
| Invesco MSCI Global Climate 500 ETF | |||