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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
JPMorgan Global Allocation R4
Price$21.96
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. GAOFX (2.89B). FWCBX pays higher dividends than GAOFX: FWCBX (3.17) vs GAOFX (2.83). 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 : 11.62 vs. GAOFX (10.04).
| 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 | 14.961 | 10.704 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.89B | 4,086% |
| Annual Yield % from dividends | 3.17 | 2.83 | 112% |
| Returns for 1 year | 11.62 | 10.04 | 116% |
| Returns for 3 years | 40.93 | 36.36 | 113% |
| Returns for 5 years | N/A | 22.97 | - |
| Returns for 10 years | N/A | N/A | - |
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