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FWCBX vs GAOCX
FWCBX vs GAOCX Comparison
Open Charts FWCBX vs GAOCX
American Funds Capital Income Bldr 529F3
Price$76.57
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets115.81B
JPMorgan Global Allocation C
Price$20.78
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.85B
FWCBX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAOCX (2.85B). FWCBX pays higher dividends than GAOCX: FWCBX (3.25) vs GAOCX (2.44). FWCBX was incepted earlier than GAOCX: FWCBX (5 years) vs GAOCX (14 years). GAOCX (1.68) is less costly to investors than FWCBX (0.32). GAOCX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than GAOCX: FWCBX (250) vs GAOCX (1000). FWCBX annual gain was more profitable for investors over the last year : 15.01 vs. GAOCX (7.49).
| FWCBX | GAOCX | FWCBX / GAOCX | |
| Total Expense Ratio | 0.32 | 1.53 | 21% |
| Annual Report Gross Expense Ratio | 0.32 | 1.68 | 19% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.637 | 7.695 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.85B | 4,077% |
| Annual Yield % from dividends | 3.25 | 2.44 | 133% |
| Returns for 1 year | 15.01 | 7.49 | 200% |
| Returns for 3 years | 36.63 | 28.19 | 130% |
| Returns for 5 years | N/A | 22.33 | - |
| Returns for 10 years | N/A | 47.12 | - |
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