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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$77.07
Change-$0.60 (-0.77%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation R5
Price$21.77
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. GAORX (2.88B). 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 : 14.29 vs. GAORX (11.29).
| 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 | 14.255 | 9.682 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.88B | 4,070% |
| Annual Yield % from dividends | 3.25 | 2.98 | 109% |
| Returns for 1 year | 14.29 | 11.29 | 127% |
| Returns for 3 years | 34.86 | 28.76 | 121% |
| Returns for 5 years | N/A | 24.92 | - |
| Returns for 10 years | N/A | N/A | - |
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