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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
JPMorgan Global Allocation I
Price$21.24
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets2.83B
FWCBX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. GAOSX (2.83B). FWCBX pays higher dividends than GAOSX: FWCBX (3.30) vs GAOSX (2.52). 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 : 14.20 vs. GAOSX (8.29).
| 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 | 10.519 | 6.433 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 2.83B | 4,065% |
| Annual Yield % from dividends | 3.30 | 2.52 | 131% |
| Returns for 1 year | 14.20 | 8.29 | 171% |
| Returns for 3 years | 35.55 | 30.22 | 118% |
| Returns for 5 years | N/A | 29.38 | - |
| Returns for 10 years | N/A | 55.07 | - |
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