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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
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).
| 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 | 13.226 | 8.880 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.87B | 4,039% |
| Annual Yield % from dividends | 3.25 | 2.98 | 109% |
| Returns for 1 year | 16.05 | 9.82 | 163% |
| Returns for 3 years | 36.51 | 32.21 | 113% |
| Returns for 5 years | N/A | 29.51 | - |
| Returns for 10 years | N/A | N/A | - |
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