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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$78.27
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
JPMorgan Global Allocation I
Price$22.32
Change-$0.13 (-0.58%)
VolumeN/A
Net Assets2.88B
FWCBX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. GAOSX (2.88B). FWCBX pays higher dividends than GAOSX: FWCBX (3.17) vs GAOSX (2.90). 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 : 10.64 vs. GAOSX (9.16).
| 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 | 15.891 | 12.584 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.88B | 4,128% |
| Annual Yield % from dividends | 3.17 | 2.90 | 109% |
| Returns for 1 year | 10.64 | 9.16 | 116% |
| Returns for 3 years | 50.30 | 45.61 | 110% |
| Returns for 5 years | N/A | 29.08 | - |
| Returns for 10 years | N/A | 75.32 | - |
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