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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$73.18
Change+$0.58 (+0.80%)
VolumeN/A
Net Assets109.75B
Catalyst/MAP Global Balanced A
Price$11.86
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets14.39M
FWCBX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. TRXAX (14.4M). TRXAX pays higher dividends than FWCBX: TRXAX (4.41) vs FWCBX (3.41). 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 : 10.07 vs. TRXAX (7.77).
| 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 | 6.070 | 5.788 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 14.4M | 763,889% |
| Annual Yield % from dividends | 3.41 | 4.41 | 77% |
| Returns for 1 year | 10.07 | 7.77 | 129% |
| Returns for 3 years | 24.47 | 8.45 | 289% |
| Returns for 5 years | N/A | 27.88 | - |
| Returns for 10 years | N/A | 22.78 | - |