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FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$69.81
Change+$0.74 (+1.07%)
VolumeN/A
Net Assets104.8B
Catalyst/MAP Global Balanced C
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets13.45M
FWCBX vs TRXCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 105B vs. TRXCX (13.5M). TRXCX pays higher dividends than FWCBX: TRXCX (3.67) vs FWCBX (3.42). FWCBX was incepted earlier than TRXCX: FWCBX (4 years) vs TRXCX (14 years). TRXCX (3.12) is less costly to investors than FWCBX (0.32). 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 : 9.29 vs. TRXCX (4.80).
| FWCBX | TRXCX | FWCBX / TRXCX | |
| Total Expense Ratio | 0.32 | 1.97 | 16% |
| Annual Report Gross Expense Ratio | 0.32 | 3.12 | 10% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 1.993 | 1.625 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 13.5M | 777,778% |
| Annual Yield % from dividends | 3.42 | 3.67 | 93% |
| Returns for 1 year | 9.29 | 4.80 | 194% |
| Returns for 3 years | 14.25 | -2.91 | -489% |
| Returns for 5 years | N/A | 18.47 | - |
| Returns for 10 years | N/A | 11.17 | - |