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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$74.64
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets112.56B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.92
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets528.31M
FWCBX vs SLFYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. SLFYX (528M). SLFYX (3.43) and FWCBX (3.30) have matching dividends . FWCBX was incepted earlier than SLFYX: FWCBX (5 years) vs SLFYX (10 years). SLFYX (1.87) 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 : 14.31 vs. SLFYX (3.69).
| FWCBX | SLFYX | FWCBX / SLFYX | |
| Total Expense Ratio | 0.32 | 0.65 | 49% |
| Annual Report Gross Expense Ratio | 0.32 | 1.87 | 17% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.050 | 3.259 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 528M | 21,402% |
| Annual Yield % from dividends | 3.30 | 3.43 | 96% |
| Returns for 1 year | 14.31 | 3.69 | 388% |
| Returns for 3 years | 23.95 | 3.51 | 681% |
| Returns for 5 years | N/A | 35.91 | - |
| Returns for 10 years | N/A | 24.04 | - |
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