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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation I
Price$21.10
Change-$0.10 (-0.47%)
VolumeN/A
CapitalizationN/A
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FWCBX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOSX (3.08B). FWCBX pays higher dividends than GAOSX: FWCBX (3.54) vs GAOSX (0.50). FWCBX was incepted earlier than GAOSX: FWCBX (4 years) vs GAOSX (13 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). FWCBX (19.18) and GAOSX (19.14) have marching annual gain over last year.
| FWCBX | GAOSX | FWCBX / GAOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 12.149 | 10.370 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.08B | 3,576% |
| Annual Yield % from dividends | 3.54 | 0.50 | 705% |
| Returns for 1 year | 19.18 | 19.14 | 100% |
| Returns for 3 years | 19.65 | -4.68 | -420% |
| Returns for 5 years | N/A | 23.03 | - |
| Returns for 10 years | N/A | 47.95 | - |
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