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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
Catalyst/MAP Global Balanced A
Price$12.60
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.53M
FWCBX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. TRXAX (14.5M). TRXAX pays higher dividends than FWCBX: TRXAX (4.24) vs FWCBX (3.17). FWCBX was incepted earlier than TRXAX: FWCBX (5 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXAX (30.00). FWCBX has a lower initial minimum investment than TRXAX: FWCBX (250) vs TRXAX (2500). FWCBX annual gain was more profitable for investors over the last year : 12.86 vs. TRXAX (11.71).
| FWCBX | TRXAX | FWCBX / TRXAX | |
| Total Expense Ratio | 0.32 | 1.22 | 26% |
| Annual Report Gross Expense Ratio | 0.32 | 2.37 | 14% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 18.023 | 14.304 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 14.5M | 827,586% |
| Annual Yield % from dividends | 3.17 | 4.24 | 75% |
| Returns for 1 year | 12.86 | 11.71 | 110% |
| Returns for 3 years | 48.43 | 27.40 | 177% |
| Returns for 5 years | N/A | 29.50 | - |
| Returns for 10 years | N/A | 38.67 | - |
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