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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R3
Price$20.70
Change-$0.08 (-0.38%)
VolumeN/A
CapitalizationN/A
FWCBX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. GAOTX (2.9B). 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 : 13.73 vs. GAOTX (12.36).
| 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 | 12.273 | 10.887 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.9B | 3,723% |
| Annual Yield % from dividends | 3.54 | 0.42 | 852% |
| Returns for 1 year | 13.73 | 12.36 | 111% |
| Returns for 3 years | 17.14 | 2.96 | 579% |
| Returns for 5 years | N/A | 16.42 | - |
| Returns for 10 years | N/A | N/A | - |
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