FWCBX
Price
$76.97
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
GAORX
Price
$21.73
Change
+$0.04 (+0.18%)
Updated
Jul 3 closing price
Net Assets
2.87B
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FWCBX vs GAORX

Header iconFWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORXBanner chart's image
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R5
Price$21.73
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAORX (2.87B). FWCBX pays higher dividends than GAORX: FWCBX (3.25) vs GAORX (2.98). FWCBX was incepted earlier than GAORX: FWCBX (5 years) vs GAORX (7 years). GAORX (1.94) is less costly to investors than FWCBX (0.32). GAORX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). 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 : 16.05 vs. GAORX (9.82).
FWCBXGAORXFWCBX / GAORX
Total Expense Ratio0.320.7543%
Annual Report Gross Expense Ratio0.321.9416%
Fund Existence5 years7 years-
Gain YTD13.2268.880149%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.87B4,039%
Annual Yield % from dividends3.252.98109%
Returns for 1 year16.059.82163%
Returns for 3 years36.5132.21113%
Returns for 5 yearsN/A29.51-
Returns for 10 yearsN/AN/A-
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