Interact to see
Advertisement
Advertisement
FWCBX vs TRXCX
FWCBX vs TRXCX Comparison
Open Charts FWCBX vs TRXCX
American Funds Capital Income Bldr 529F3
Price$78.33
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
Catalyst/MAP Global Balanced C
Price$12.10
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets14.12M
FWCBX vs TRXCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. TRXCX (14.1M). TRXCX pays higher dividends than FWCBX: TRXCX (3.59) vs FWCBX (3.17). 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 : 11.26 vs. TRXCX (8.55).
| 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 | 15.226 | 11.127 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 14.1M | 836,879% |
| Annual Yield % from dividends | 3.17 | 3.59 | 88% |
| Returns for 1 year | 11.26 | 8.55 | 132% |
| Returns for 3 years | 39.23 | 16.98 | 231% |
| Returns for 5 years | N/A | 19.40 | - |
| Returns for 10 years | N/A | 27.52 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement