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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$72.17
Change-$0.12 (-0.17%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R4
Price$20.52
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
FWCBX vs GAOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. GAOFX (2.89B). FWCBX pays higher dividends than GAOFX: FWCBX (3.54) vs GAOFX (0.48). FWCBX was incepted earlier than GAOFX: FWCBX (4 years) vs GAOFX (6 years). GAOFX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). GAOFX has a lower initial minimum investment than FWCBX: GAOFX (0) vs FWCBX (250). FWCBX (19.01) and GAOFX (18.40) have marching annual gain over last year.
| FWCBX | GAOFX | FWCBX / GAOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 11.563 | 10.923 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.89B | 3,733% |
| Annual Yield % from dividends | 3.54 | 0.48 | 743% |
| Returns for 1 year | 19.01 | 18.40 | 103% |
| Returns for 3 years | 16.01 | -7.00 | -229% |
| Returns for 5 years | N/A | 20.14 | - |
| Returns for 10 years | N/A | N/A | - |