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FWCBX vs GAOCX
FWCBX vs GAOCX Comparison
Open Charts FWCBX vs GAOCX
American Funds Capital Income Bldr 529F3
Price$69.73
Change-$0.26 (-0.37%)
VolumeN/A
Net Assets106.16B
JPMorgan Global Allocation C
Price$18.90
Change-$0.13 (-0.68%)
VolumeN/A
Net Assets2.66B
FWCBX vs GAOCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. GAOCX (2.66B). FWCBX pays higher dividends than GAOCX: FWCBX (3.42) vs GAOCX (2.04). FWCBX was incepted earlier than GAOCX: FWCBX (4 years) vs GAOCX (14 years). GAOCX (1.70) is less costly to investors than FWCBX (0.32). 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 : 10.42 vs. GAOCX (4.14).
| FWCBX | GAOCX | FWCBX / GAOCX | |
| Total Expense Ratio | 0.32 | 1.53 | 21% |
| Annual Report Gross Expense Ratio | 0.32 | 1.70 | 19% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 1.877 | -2.176 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.66B | 3,988% |
| Annual Yield % from dividends | 3.42 | 2.04 | 168% |
| Returns for 1 year | 10.42 | 4.14 | 252% |
| Returns for 3 years | 14.11 | 4.54 | 311% |
| Returns for 5 years | N/A | 21.85 | - |
| Returns for 10 years | N/A | 30.94 | - |
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