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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$72.46
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
JPMorgan Global Allocation I
Price$20.95
Change-$0.18 (-0.85%)
VolumeN/A
Net Assets2.85B
FWCBX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOSX (2.85B). 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). FWCBX annual gain was more profitable for investors over the last year : 12.42 vs. GAOSX (9.17).
| 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 | 5.121 | 3.406 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.85B | 3,858% |
| Annual Yield % from dividends | 3.54 | 0.50 | 705% |
| Returns for 1 year | 12.42 | 9.17 | 135% |
| Returns for 3 years | 17.70 | 9.22 | 192% |
| Returns for 5 years | N/A | 17.09 | - |
| Returns for 10 years | N/A | 49.20 | - |
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