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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$79.55
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets119.83B
JPMorgan Global Allocation R5
Price$22.61
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. GAORX (2.89B). FWCBX pays higher dividends than GAORX: FWCBX (3.17) vs GAORX (2.39). 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 : 12.47 vs. GAORX (11.40).
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 1.94 | 16% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 17.786 | 13.565 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.89B | 4,157% |
| Annual Yield % from dividends | 3.17 | 2.39 | 132% |
| Returns for 1 year | 12.47 | 11.40 | 109% |
| Returns for 3 years | 50.42 | 45.33 | 111% |
| Returns for 5 years | N/A | 25.14 | - |
| Returns for 10 years | N/A | N/A | - |
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