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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
American Funds Capital Income Bldr 529F3
Price$79.61
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets120.05B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.21
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets521.93M
FWCBX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. SLFYX (522M). SLFYX pays higher dividends than FWCBX: SLFYX (3.33) vs FWCBX (3.17). 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 : 12.71 vs. SLFYX (5.49).
| 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 | 17.875 | 6.910 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 522M | 22,989% |
| Annual Yield % from dividends | 3.17 | 3.33 | 95% |
| Returns for 1 year | 12.71 | 5.49 | 232% |
| Returns for 3 years | 52.87 | 11.89 | 445% |
| Returns for 5 years | N/A | 36.83 | - |
| Returns for 10 years | N/A | 31.77 | - |
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