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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
Catalyst/MAP Global Balanced A
Price$11.49
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets13.85M
FWCBX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. TRXAX (13.9M). TRXAX pays higher dividends than FWCBX: TRXAX (4.46) vs FWCBX (3.42). 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 : 10.81 vs. TRXAX (7.20).
| 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 | 2.315 | 2.661 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 13.9M | 762,590% |
| Annual Yield % from dividends | 3.42 | 4.46 | 77% |
| Returns for 1 year | 10.81 | 7.20 | 150% |
| Returns for 3 years | 14.79 | 0.08 | 18,734% |
| Returns for 5 years | N/A | 22.35 | - |
| Returns for 10 years | N/A | 20.58 | - |
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