Interact to see
Advertisement
Advertisement
FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$78.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
JPMorgan Global Allocation R4
Price$21.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.89B
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: 118B vs. GAOFX (2.89B). FWCBX pays higher dividends than GAOFX: FWCBX (3.25) vs GAOFX (2.90). 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 : 12.87 vs. GAOFX (9.85).
| 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 | 14.756 | 10.351 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.89B | 4,087% |
| Annual Yield % from dividends | 3.25 | 2.90 | 112% |
| Returns for 1 year | 12.87 | 9.85 | 131% |
| Returns for 3 years | 32.86 | 26.85 | 122% |
| Returns for 5 years | N/A | 23.45 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement