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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$78.77
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets118.94B
JPMorgan Global Allocation R5
Price$22.53
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. GAORX (2.88B). FWCBX pays higher dividends than GAORX: FWCBX (3.17) vs GAORX (2.92). 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 : 10.54 vs. GAORX (8.06).
| 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 | 16.542 | 12.438 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.88B | 4,138% |
| Annual Yield % from dividends | 3.17 | 2.92 | 109% |
| Returns for 1 year | 10.54 | 8.06 | 131% |
| Returns for 3 years | 52.83 | 46.24 | 114% |
| Returns for 5 years | N/A | 27.31 | - |
| Returns for 10 years | N/A | N/A | - |
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