Interact to see
Advertisement
Advertisement
FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$79.17
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
JPMorgan Global Allocation R4
Price$21.97
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets2.84B
FWCBX vs GAOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. GAOFX (2.84B). FWCBX pays higher dividends than GAOFX: FWCBX (3.16) vs GAOFX (2.27). FWCBX was incepted earlier than GAOFX: FWCBX (5 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FWCBX (0.32). GAOFX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). GAOFX has a lower initial minimum investment than FWCBX: GAOFX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.45 vs. GAOFX (10.05). FWCBX return over 5 years is better than : 53.46 vs. GAOFX (16.57).
| FWCBX | GAOFX | FWCBX / GAOFX | |
| Total Expense Ratio | 0.32 | 0.90 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.95 | 34% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 17.223 | 11.677 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.84B | 4,219% |
| Annual Yield % from dividends | 3.16 | 2.27 | 139% |
| Returns for 1 year | 13.45 | 10.05 | 134% |
| Returns for 3 years | 39.74 | 35.14 | 113% |
| Returns for 5 years | 53.46 | 16.57 | 323% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LGGAX | 71.71 | N/A | N/A |
| ClearBridge International Growth A | |||
| GNXAX | 16.62 | N/A | N/A |
| AlphaCentric Robotics and Automation A | |||
| QAMNX | 21.15 | -0.03 | -0.14% |
| Federated Hermes MDT Market Neutral A | |||
| JFESX | 40.37 | -0.36 | -0.88% |
| JPMorgan Europe Dynamic I | |||
| NWHOX | 30.14 | -0.52 | -1.70% |
| Nationwide Bailard Tech & Sci A | |||