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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
JPMorgan Global Allocation R3
Price$19.53
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets2.64B
FWCBX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. GAOTX (2.64B). FWCBX pays higher dividends than GAOTX: FWCBX (3.42) vs GAOTX (2.29). FWCBX was incepted earlier than GAOTX: FWCBX (4 years) vs GAOTX (7 years). GAOTX (1.20) is less costly to investors than FWCBX (0.32). 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 : 10.81 vs. GAOTX (3.96).
| FWCBX | GAOTX | FWCBX / GAOTX | |
| Total Expense Ratio | 0.32 | 1.15 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.20 | 27% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 2.315 | -2.761 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.64B | 4,017% |
| Annual Yield % from dividends | 3.42 | 2.29 | 149% |
| Returns for 1 year | 10.81 | 3.96 | 273% |
| Returns for 3 years | 14.79 | 5.31 | 279% |
| Returns for 5 years | N/A | 23.51 | - |
| Returns for 10 years | N/A | N/A | - |
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