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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
Catalyst/MAP Global Balanced A
Price$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets14.13M
FWCBX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. TRXAX (14.1M). TRXAX pays higher dividends than FWCBX: TRXAX (4.15) 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 : 11.62 vs. TRXAX (9.81).
| 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 | 14.961 | 11.817 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 14.1M | 836,879% |
| Annual Yield % from dividends | 3.17 | 4.15 | 76% |
| Returns for 1 year | 11.62 | 9.81 | 118% |
| Returns for 3 years | 40.93 | 22.08 | 185% |
| Returns for 5 years | N/A | 25.82 | - |
| Returns for 10 years | N/A | 36.23 | - |
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