Ad is loading...
FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$71.42
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
Catalyst/MAP Global Balanced A
Price$11.64
Change-$0.08 (-0.68%)
VolumeN/A
Net Assets13.96M
FWCBX vs TRXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. TRXAX (14M). TRXAX pays higher dividends than FWCBX: TRXAX (4.77) vs FWCBX (3.35). FWCBX was incepted earlier than TRXAX: FWCBX (4 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FWCBX (0.32). 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 : 9.80 vs. TRXAX (7.90).
| FWCBX | TRXAX | FWCBX / TRXAX | |
| Total Expense Ratio | 0.32 | 1.22 | 26% |
| Annual Report Gross Expense Ratio | 0.32 | 2.37 | 14% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 4.346 | 4.085 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 14M | 778,571% |
| Annual Yield % from dividends | 3.35 | 4.77 | 70% |
| Returns for 1 year | 9.80 | 7.90 | 124% |
| Returns for 3 years | 21.03 | 5.63 | 373% |
| Returns for 5 years | N/A | 31.48 | - |
| Returns for 10 years | N/A | 25.12 | - |