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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R5
Price$21.12
Change-$0.10 (-0.47%)
VolumeN/A
CapitalizationN/A
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FWCBX vs GAORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAORX (3.08B). FWCBX pays higher dividends than GAORX: FWCBX (3.54) vs GAORX (0.51). FWCBX was incepted earlier than GAORX: FWCBX (4 years) vs GAORX (6 years). GAORX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). GAORX has a lower initial minimum investment than FWCBX: GAORX (0) vs FWCBX (250). GAORX (19.21) and FWCBX (19.18) have marching annual gain over last year.
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.149 | 10.377 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.08B | 3,576% |
| Annual Yield % from dividends | 3.54 | 0.51 | 695% |
| Returns for 1 year | 19.18 | 19.21 | 100% |
| Returns for 3 years | 19.65 | -4.57 | -430% |
| Returns for 5 years | N/A | 23.18 | - |
| Returns for 10 years | N/A | N/A | - |
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