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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
JPMorgan Global Allocation R5
Price$22.16
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.83B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. GAORX (2.83B). FWCBX pays higher dividends than GAORX: FWCBX (3.16) vs GAORX (2.37). 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 : 13.35 vs. GAORX (9.88). FWCBX return over 5 years is better than : 53.33 vs. GAORX (17.45).
| 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 | 16.957 | 11.700 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.83B | 4,206% |
| Annual Yield % from dividends | 3.16 | 2.37 | 133% |
| Returns for 1 year | 13.35 | 9.88 | 135% |
| Returns for 3 years | 39.43 | 35.53 | 111% |
| Returns for 5 years | 53.33 | 17.45 | 306% |
| Returns for 10 years | N/A | N/A | - |
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