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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Catalyst/MAP Global Balanced C
Price$12.30
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets14.47M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TRXCX (14.5M). TRXCX pays higher dividends than FWCBX: TRXCX (3.60) vs FWCBX (3.16). FWCBX was incepted earlier than TRXCX: FWCBX (5 years) vs TRXCX (14 years). TRXCX (3.12) is less costly to investors than FWCBX (0.32). TRXCX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than TRXCX: FWCBX (250) vs TRXCX (2500). FWCBX annual gain was more profitable for investors over the last year : 13.35 vs. TRXCX (12.52). FWCBX return over 5 years is better than : 53.33 vs. TRXCX (18.69).
| FWCBX | TRXCX | FWCBX / TRXCX | |
| Total Expense Ratio | 0.32 | 1.97 | 16% |
| Annual Report Gross Expense Ratio | 0.32 | 3.12 | 10% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.957 | 13.918 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 14.5M | 820,690% |
| Annual Yield % from dividends | 3.16 | 3.60 | 88% |
| Returns for 1 year | 13.35 | 12.52 | 107% |
| Returns for 3 years | 39.43 | 19.14 | 206% |
| Returns for 5 years | 53.33 | 18.69 | 285% |
| Returns for 10 years | N/A | 26.34 | - |
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