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FWCBX vs GAONX
FWCBX vs GAONX Comparison
Open Charts FWCBX vs GAONX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
JPMorgan Global Allocation R2
Price$22.09
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.91B
FWCBX vs GAONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. GAONX (2.91B). FWCBX pays higher dividends than GAONX: FWCBX (3.17) vs GAONX (1.90). 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 : 12.86 vs. GAONX (10.09).
| 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 | 18.023 | 13.454 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.91B | 4,127% |
| Annual Yield % from dividends | 3.17 | 1.90 | 167% |
| Returns for 1 year | 12.86 | 10.09 | 127% |
| Returns for 3 years | 48.43 | 40.32 | 120% |
| Returns for 5 years | N/A | 24.83 | - |
| Returns for 10 years | N/A | 63.61 | - |
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