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FWCBX vs GAOCX
FWCBX vs GAOCX Comparison
Open Charts FWCBX vs GAOCX
American Funds Capital Income Bldr 529F3
Price$77.46
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.75B
JPMorgan Global Allocation C
Price$21.01
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. GAOCX (2.86B). FWCBX pays higher dividends than GAOCX: FWCBX (3.25) vs GAOCX (2.45). 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 : 14.81 vs. GAOCX (11.22).
| 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 | 13.946 | 8.732 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.86B | 4,095% |
| Annual Yield % from dividends | 3.25 | 2.45 | 133% |
| Returns for 1 year | 14.81 | 11.22 | 132% |
| Returns for 3 years | 34.72 | 25.58 | 136% |
| Returns for 5 years | N/A | 18.57 | - |
| Returns for 10 years | N/A | 46.67 | - |
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