Interact to see
Advertisement
Advertisement
FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
Catalyst/MAP Global Balanced I
Price$12.35
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets14.67M
FWCBX vs TRXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. TRXIX (14.7M). TRXIX pays higher dividends than FWCBX: TRXIX (4.47) vs FWCBX (3.25). FWCBX was incepted earlier than TRXIX: FWCBX (5 years) vs TRXIX (11 years). TRXIX (2.12) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TRXIX (30.00). FWCBX has a lower initial minimum investment than TRXIX: FWCBX (250) vs TRXIX (2500). FWCBX annual gain was more profitable for investors over the last year : 15.27 vs. TRXIX (11.36).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | 0.32 | 0.97 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 2.12 | 15% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 14.255 | 11.310 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 14.7M | 795,918% |
| Annual Yield % from dividends | 3.25 | 4.47 | 73% |
| Returns for 1 year | 15.27 | 11.36 | 134% |
| Returns for 3 years | 37.44 | 18.07 | 207% |
| Returns for 5 years | N/A | 27.70 | - |
| Returns for 10 years | N/A | 34.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement