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FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation A
Price$20.89
Change-$0.10 (-0.48%)
VolumeN/A
CapitalizationN/A
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FWCBX vs GAOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOAX (3.08B). 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 (19.18) and GAOAX (18.82) have marching annual gain over last year.
| 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 | 12.149 | 10.177 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.08B | 3,576% |
| Annual Yield % from dividends | 3.54 | 0.45 | 792% |
| Returns for 1 year | 19.18 | 18.82 | 102% |
| Returns for 3 years | 19.65 | -5.42 | -362% |
| Returns for 5 years | N/A | 21.47 | - |
| Returns for 10 years | N/A | 44.48 | - |
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