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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$73.93
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.36B
Catalyst/MAP Global Balanced I
Price$12.03
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets14.54M
FWCBX vs TRXIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 111B vs. TRXIX (14.5M). TRXIX pays higher dividends than FWCBX: TRXIX (4.65) vs FWCBX (3.41). 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 : 12.31 vs. TRXIX (9.20).
| 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 | 8.013 | 7.184 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 14.5M | 765,517% |
| Annual Yield % from dividends | 3.41 | 4.65 | 73% |
| Returns for 1 year | 12.31 | 9.20 | 134% |
| Returns for 3 years | 25.19 | 9.05 | 278% |
| Returns for 5 years | N/A | 29.02 | - |
| Returns for 10 years | N/A | 28.40 | - |
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