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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
JPMorgan Global Allocation R4
Price$19.96
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets2.67B
FWCBX vs GAOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. GAOFX (2.67B). 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 : 11.00 vs. GAOFX (4.79).
| 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 | 4.360 | -1.353 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.67B | 4,006% |
| Annual Yield % from dividends | 3.42 | 2.53 | 135% |
| Returns for 1 year | 11.00 | 4.79 | 230% |
| Returns for 3 years | 18.87 | 9.72 | 194% |
| Returns for 5 years | N/A | 27.79 | - |
| Returns for 10 years | N/A | N/A | - |
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