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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Catalyst/MAP Global Balanced C
Price$11.98
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets13.98M
FWCBX vs TRXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. TRXCX (14M). TRXCX pays higher dividends than FWCBX: TRXCX (3.66) vs FWCBX (3.25). 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). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXCX (30.00). 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 : 16.02 vs. TRXCX (10.37).
| 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 | 13.726 | 9.474 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 14M | 828,571% |
| Annual Yield % from dividends | 3.25 | 3.66 | 89% |
| Returns for 1 year | 16.02 | 10.37 | 155% |
| Returns for 3 years | 34.46 | 12.50 | 276% |
| Returns for 5 years | N/A | 18.15 | - |
| Returns for 10 years | N/A | 19.10 | - |
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