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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$69.07
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
Catalyst/MAP Global Balanced I
Price$11.41
Change+$0.14 (+1.24%)
VolumeN/A
Net Assets13.29M
FWCBX vs TRXIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 103B vs. TRXIX (13.3M). TRXIX pays higher dividends than FWCBX: TRXIX (4.70) vs FWCBX (3.42). FWCBX was incepted earlier than TRXIX: FWCBX (4 years) vs TRXIX (11 years). TRXIX (2.12) is less costly to investors than FWCBX (0.32). 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 : 6.94 vs. TRXIX (3.82).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | 0.32 | 0.97 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 2.12 | 15% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 0.912 | 0.664 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 13.3M | 774,436% |
| Annual Yield % from dividends | 3.42 | 4.70 | 73% |
| Returns for 1 year | 6.94 | 3.82 | 182% |
| Returns for 3 years | 13.13 | -0.72 | -1,814% |
| Returns for 5 years | N/A | 23.61 | - |
| Returns for 10 years | N/A | 21.21 | - |