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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
JPMorgan Global Allocation R3
Price$21.98
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. GAOTX (2.89B). FWCBX pays higher dividends than GAOTX: FWCBX (3.17) vs GAOTX (2.61). FWCBX was incepted earlier than GAOTX: FWCBX (5 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than FWCBX (0.32). GAOTX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). 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 : 11.62 vs. GAOTX (9.77).
| FWCBX | GAOTX | FWCBX / GAOTX | |
| Total Expense Ratio | 0.32 | 1.15 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.21 | 26% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.961 | 10.564 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.89B | 4,086% |
| Annual Yield % from dividends | 3.17 | 2.61 | 122% |
| Returns for 1 year | 11.62 | 9.77 | 119% |
| Returns for 3 years | 40.93 | 35.38 | 116% |
| Returns for 5 years | N/A | 21.51 | - |
| Returns for 10 years | N/A | N/A | - |
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