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FWCBX vs TRXAX
FWCBX vs TRXAX Comparison
Open Charts FWCBX vs TRXAX
American Funds Capital Income Bldr 529F3
Price$71.07
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
Catalyst/MAP Global Balanced A
Price$11.56
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets13.88M
FWCBX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. TRXAX (13.9M). FWCBX pays higher dividends than TRXAX: FWCBX (3.54) vs TRXAX (2.86). FWCBX was incepted earlier than TRXAX: FWCBX (4 years) vs TRXAX (14 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. TRXAX (36.00). 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 : 11.63 vs. TRXAX (7.47).
| FWCBX | TRXAX | FWCBX / TRXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 3.105 | 2.220 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 13.9M | 776,978% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 11.63 | 7.47 | 156% |
| Returns for 3 years | 13.79 | 2.71 | 509% |
| Returns for 5 years | N/A | 11.23 | - |
| Returns for 10 years | N/A | 22.77 | - |