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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$68.10
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
JPMorgan Global Allocation R5
Price$19.34
Change-$0.27 (-1.38%)
VolumeN/A
Net Assets2.64B
FWCBX vs GAORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 104B vs. GAORX (2.64B). FWCBX pays higher dividends than GAORX: FWCBX (3.42) vs GAORX (2.64). FWCBX was incepted earlier than GAORX: FWCBX (4 years) vs GAORX (7 years). GAORX (0.82) is less costly to investors than FWCBX (0.32). GAORX has a lower initial minimum investment than FWCBX: GAORX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 6.50 vs. GAORX (1.98).
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.82 | 39% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 0.445 | -2.741 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 2.64B | 3,933% |
| Annual Yield % from dividends | 3.42 | 2.64 | 130% |
| Returns for 1 year | 6.50 | 1.98 | 328% |
| Returns for 3 years | 12.43 | 6.08 | 204% |
| Returns for 5 years | N/A | 28.02 | - |
| Returns for 10 years | N/A | N/A | - |
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