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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Catalyst/MAP Global Balanced I
Price$12.60
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets14.47M
FWCBX vs TRXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TRXIX (14.5M). TRXIX pays higher dividends than FWCBX: TRXIX (4.44) vs FWCBX (3.16). 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). TRXIX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than TRXIX: FWCBX (250) vs TRXIX (2500). TRXIX (13.68) and FWCBX (13.35) have marching annual gain over last year. FWCBX return over 5 years is better than : 53.33 vs. TRXIX (25.08).
| 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 | 16.957 | 14.954 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 14.5M | 820,690% |
| Annual Yield % from dividends | 3.16 | 4.44 | 71% |
| Returns for 1 year | 13.35 | 13.68 | 98% |
| Returns for 3 years | 39.43 | 22.88 | 172% |
| Returns for 5 years | 53.33 | 25.08 | 213% |
| Returns for 10 years | N/A | 39.79 | - |
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