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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
JPMorgan Global Allocation R4
Price$22.39
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.91B
FWCBX vs GAOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. GAOFX (2.91B). FWCBX pays higher dividends than GAOFX: FWCBX (3.17) vs GAOFX (2.29). 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 : 12.86 vs. GAOFX (10.64).
| 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 | 18.023 | 13.812 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.91B | 4,127% |
| Annual Yield % from dividends | 3.17 | 2.29 | 138% |
| Returns for 1 year | 12.86 | 10.64 | 121% |
| Returns for 3 years | 48.43 | 42.34 | 114% |
| Returns for 5 years | N/A | 27.98 | - |
| Returns for 10 years | N/A | N/A | - |
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