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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
JPMorgan Global Allocation I
Price$19.92
Change-$0.43 (-2.11%)
VolumeN/A
Net Assets2.75B
FWCBX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOSX (2.75B). FWCBX pays higher dividends than GAOSX: FWCBX (3.42) vs GAOSX (2.61). FWCBX was incepted earlier than GAOSX: FWCBX (4 years) vs GAOSX (14 years). GAOSX (0.95) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than GAOSX: FWCBX (250) vs GAOSX (1000000). FWCBX annual gain was more profitable for investors over the last year : 8.65 vs. GAOSX (4.79).
| FWCBX | GAOSX | FWCBX / GAOSX | |
| Total Expense Ratio | 0.32 | 0.78 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.95 | 34% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 3.805 | 1.022 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.75B | 3,999% |
| Annual Yield % from dividends | 3.42 | 2.61 | 131% |
| Returns for 1 year | 8.65 | 4.79 | 181% |
| Returns for 3 years | 14.99 | 6.59 | 228% |
| Returns for 5 years | N/A | 40.91 | - |
| Returns for 10 years | N/A | 45.12 | - |
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