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FWCBX vs GAOCX
FWCBX vs GAOCX Comparison
Open Charts FWCBX vs GAOCX
American Funds Capital Income Bldr 529F3
Price$70.97
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets107.94B
JPMorgan Global Allocation C
Price$20.14
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets2.85B
FWCBX vs GAOCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. GAOCX (2.85B). FWCBX pays higher dividends than GAOCX: FWCBX (3.54) vs GAOCX (0.33). FWCBX was incepted earlier than GAOCX: FWCBX (4 years) vs GAOCX (14 years). GAOCX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than GAOCX: FWCBX (250) vs GAOCX (1000). FWCBX (11.63) and GAOCX (11.21) have marching annual gain over last year.
| FWCBX | GAOCX | FWCBX / GAOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 3.105 | 3.123 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.85B | 3,793% |
| Annual Yield % from dividends | 3.54 | 0.33 | 1,083% |
| Returns for 1 year | 11.63 | 11.21 | 104% |
| Returns for 3 years | 13.79 | 4.06 | 339% |
| Returns for 5 years | N/A | 14.68 | - |
| Returns for 10 years | N/A | 42.66 | - |
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