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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$68.69
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R5
Price$20.45
Change+$0.13 (+0.64%)
VolumeN/A
CapitalizationN/A
FWCBX vs GAORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 105B vs. GAORX (2.83B). FWCBX pays higher dividends than GAORX: FWCBX (3.54) vs GAORX (0.51). FWCBX was incepted earlier than GAORX: FWCBX (4 years) vs GAORX (6 years). GAORX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). GAORX has a lower initial minimum investment than FWCBX: GAORX (0) vs FWCBX (250). GAORX annual gain was more profitable for investors over the last year : 9.83 vs. FWCBX (8.57).
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 7.535 | 9.028 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 2.83B | 3,714% |
| Annual Yield % from dividends | 3.54 | 0.51 | 695% |
| Returns for 1 year | 8.57 | 9.83 | 87% |
| Returns for 3 years | 11.73 | 1.39 | 843% |
| Returns for 5 years | N/A | 16.11 | - |
| Returns for 10 years | N/A | N/A | - |
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