Ad is loading...
FWCBX vs GAONX
FWCBX vs GAONX Comparison
Open Charts FWCBX vs GAONX
American Funds Capital Income Bldr 529F3
Price$68.75
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
JPMorgan Global Allocation R2
Price$19.16
Change+$0.84 (+4.59%)
VolumeN/A
Net Assets2.53B
FWCBX vs GAONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 100B vs. GAONX (2.53B). FWCBX pays higher dividends than GAONX: FWCBX (3.42) vs GAONX (2.12). FWCBX was incepted earlier than GAONX: FWCBX (4 years) vs GAONX (14 years). GAONX (1.48) is less costly to investors than FWCBX (0.32). GAONX has a lower initial minimum investment than FWCBX: GAONX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 1.25 vs. GAONX (-4.14).
| FWCBX | GAONX | FWCBX / GAONX | |
| Total Expense Ratio | 0.32 | 1.40 | 23% |
| Annual Report Gross Expense Ratio | 0.32 | 1.48 | 22% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | -3.281 | -7.120 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 2.53B | 3,954% |
| Annual Yield % from dividends | 3.42 | 2.12 | 161% |
| Returns for 1 year | 1.25 | -4.14 | -30% |
| Returns for 3 years | 7.41 | -1.48 | -500% |
| Returns for 5 years | N/A | 18.41 | - |
| Returns for 10 years | N/A | 25.12 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...