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FWCBX vs TRXIX
FWCBX vs TRXIX Comparison
Open Charts FWCBX vs TRXIX
American Funds Capital Income Bldr 529F3
Price$70.46
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
Catalyst/MAP Global Balanced I
Price$11.50
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets14.03M
FWCBX vs TRXIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. TRXIX (14M). FWCBX pays higher dividends than TRXIX: FWCBX (3.54) vs TRXIX (3.30). FWCBX was incepted earlier than TRXIX: FWCBX (4 years) vs TRXIX (11 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. TRXIX (36.00). 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 : 11.01 vs. TRXIX (7.63).
| FWCBX | TRXIX | FWCBX / TRXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 2.220 | 2.041 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 14M | 771,429% |
| Annual Yield % from dividends | 3.54 | 3.30 | 107% |
| Returns for 1 year | 11.01 | 7.63 | 144% |
| Returns for 3 years | 13.68 | 3.48 | 393% |
| Returns for 5 years | N/A | 11.02 | - |
| Returns for 10 years | N/A | 24.85 | - |