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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$76.62
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.03
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets522.26M
FWCBX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. SLFYX (522M). 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 : 12.63 vs. SLFYX (5.00).
| 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 | 12.711 | 4.563 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 522M | 22,031% |
| Annual Yield % from dividends | 3.25 | 3.39 | 96% |
| Returns for 1 year | 12.63 | 5.00 | 253% |
| Returns for 3 years | 37.84 | 9.56 | 396% |
| Returns for 5 years | N/A | 36.05 | - |
| Returns for 10 years | N/A | 26.17 | - |
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