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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
JPMorgan Global Allocation R4
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets2.75B
FWCBX vs GAOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOFX (2.75B). FWCBX pays higher dividends than GAOFX: FWCBX (3.42) vs GAOFX (2.53). FWCBX was incepted earlier than GAOFX: FWCBX (4 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FWCBX (0.32). 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 : 10.46 vs. GAOFX (4.42).
| FWCBX | GAOFX | FWCBX / GAOFX | |
| Total Expense Ratio | 0.32 | 0.90 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.95 | 34% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 5.558 | 0.549 | 1,013% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.75B | 3,999% |
| Annual Yield % from dividends | 3.42 | 2.53 | 135% |
| Returns for 1 year | 10.46 | 4.42 | 236% |
| Returns for 3 years | 17.07 | 6.26 | 273% |
| Returns for 5 years | N/A | 39.37 | - |
| Returns for 10 years | N/A | N/A | - |
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