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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$76.71
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets115.83B
Catalyst/MAP Global Balanced A
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.62M
FWCBX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. TRXAX (14.6M). TRXAX pays higher dividends than FWCBX: TRXAX (4.22) vs FWCBX (3.25). 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 : 16.30 vs. TRXAX (11.34).
| 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 | 12.843 | 10.013 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 14.6M | 794,521% |
| Annual Yield % from dividends | 3.25 | 4.22 | 77% |
| Returns for 1 year | 16.30 | 11.34 | 144% |
| Returns for 3 years | 36.05 | 16.74 | 215% |
| Returns for 5 years | N/A | 26.39 | - |
| Returns for 10 years | N/A | 29.61 | - |
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