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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$71.86
Change-$0.31 (-0.43%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R3
Price$20.39
Change-$0.16 (-0.78%)
VolumeN/A
CapitalizationN/A
FWCBX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. GAOTX (2.86B). FWCBX pays higher dividends than GAOTX: FWCBX (3.54) vs GAOTX (0.42). FWCBX was incepted earlier than GAOTX: FWCBX (4 years) vs GAOTX (6 years). GAOTX is a more actively managed with annual turnover of: 136.00 vs. FWCBX (106.00). GAOTX has a lower initial minimum investment than FWCBX: GAOTX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 18.21 vs. GAOTX (16.45).
| FWCBX | GAOTX | FWCBX / GAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 10.899 | 9.227 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.86B | 3,740% |
| Annual Yield % from dividends | 3.54 | 0.42 | 852% |
| Returns for 1 year | 18.21 | 16.45 | 111% |
| Returns for 3 years | 15.57 | -8.79 | -177% |
| Returns for 5 years | N/A | 17.14 | - |
| Returns for 10 years | N/A | N/A | - |
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