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FWCBX vs GAONX
FWCBX vs GAONX Comparison
Open Charts FWCBX vs GAONX
American Funds Capital Income Bldr 529F3
Price$76.13
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.02B
JPMorgan Global Allocation R2
Price$20.95
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets2.82B
FWCBX vs GAONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. GAONX (2.82B). FWCBX pays higher dividends than GAONX: FWCBX (3.25) vs GAONX (2.52). FWCBX was incepted earlier than GAONX: FWCBX (5 years) vs GAONX (14 years). GAONX (1.47) is less costly to investors than FWCBX (0.32). GAONX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). 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 : 11.77 vs. GAONX (8.39).
| FWCBX | GAONX | FWCBX / GAONX | |
| Total Expense Ratio | 0.32 | 1.40 | 23% |
| Annual Report Gross Expense Ratio | 0.32 | 1.47 | 22% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 11.990 | 7.166 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 2.82B | 4,084% |
| Annual Yield % from dividends | 3.25 | 2.52 | 129% |
| Returns for 1 year | 11.77 | 8.39 | 140% |
| Returns for 3 years | 33.11 | 24.68 | 134% |
| Returns for 5 years | N/A | 19.51 | - |
| Returns for 10 years | N/A | 46.50 | - |
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