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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$74.95
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets113.04B
Catalyst/MAP Global Balanced A
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets14.62M
FWCBX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. TRXAX (14.6M). TRXAX pays higher dividends than FWCBX: TRXAX (4.29) vs FWCBX (3.30). 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 : 13.75 vs. TRXAX (9.21).
| 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 | 9.503 | 7.754 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 14.6M | 773,973% |
| Annual Yield % from dividends | 3.30 | 4.29 | 77% |
| Returns for 1 year | 13.75 | 9.21 | 149% |
| Returns for 3 years | 25.23 | 8.45 | 299% |
| Returns for 5 years | N/A | 23.21 | - |
| Returns for 10 years | N/A | 26.67 | - |
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