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FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$71.86
Change-$0.31 (-0.43%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation A
Price$20.33
Change-$0.16 (-0.78%)
VolumeN/A
CapitalizationN/A
FWCBX vs GAOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. GAOAX (2.86B). FWCBX pays higher dividends than GAOAX: FWCBX (3.54) vs GAOAX (0.45). FWCBX was incepted earlier than GAOAX: FWCBX (4 years) vs GAOAX (13 years). GAOAX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than GAOAX: FWCBX (250) vs GAOAX (1000). FWCBX annual gain was more profitable for investors over the last year : 18.21 vs. GAOAX (16.58).
| FWCBX | GAOAX | FWCBX / GAOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 10.899 | 9.331 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.86B | 3,740% |
| Annual Yield % from dividends | 3.54 | 0.45 | 792% |
| Returns for 1 year | 18.21 | 16.58 | 110% |
| Returns for 3 years | 15.57 | -8.50 | -183% |
| Returns for 5 years | N/A | 17.79 | - |
| Returns for 10 years | N/A | 42.86 | - |