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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation I
Price$21.72
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAOSX (2.87B). FWCBX pays higher dividends than GAOSX: FWCBX (3.25) vs GAOSX (2.96). FWCBX was incepted earlier than GAOSX: FWCBX (5 years) vs GAOSX (14 years). GAOSX (0.93) is less costly to investors than FWCBX (0.32). GAOSX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). 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 : 16.05 vs. GAOSX (9.86).
| FWCBX | GAOSX | FWCBX / GAOSX | |
| Total Expense Ratio | 0.32 | 0.78 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 13.226 | 8.923 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.87B | 4,039% |
| Annual Yield % from dividends | 3.25 | 2.96 | 110% |
| Returns for 1 year | 16.05 | 9.86 | 163% |
| Returns for 3 years | 36.51 | 32.15 | 114% |
| Returns for 5 years | N/A | 29.35 | - |
| Returns for 10 years | N/A | 60.35 | - |
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