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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
JPMorgan Global Allocation I
Price$20.54
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets2.83B
FWCBX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. GAOSX (2.83B). FWCBX pays higher dividends than GAOSX: FWCBX (3.54) vs GAOSX (0.50). FWCBX was incepted earlier than GAOSX: FWCBX (4 years) vs GAOSX (14 years). GAOSX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than GAOSX: FWCBX (250) vs GAOSX (1000000). GAOSX annual gain was more profitable for investors over the last year : 11.87 vs. FWCBX (11.00).
| FWCBX | GAOSX | FWCBX / GAOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 1.436 | 1.382 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.83B | 3,785% |
| Annual Yield % from dividends | 3.54 | 0.50 | 705% |
| Returns for 1 year | 11.00 | 11.87 | 93% |
| Returns for 3 years | 11.10 | 2.67 | 415% |
| Returns for 5 years | N/A | 14.40 | - |
| Returns for 10 years | N/A | 52.37 | - |
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