Interact to see
Advertisement
Advertisement
FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$76.02
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
JPMorgan Global Allocation R6
Price$21.78
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAOZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. GAOZX (2.86B). FWCBX pays higher dividends than GAOZX: FWCBX (3.30) vs GAOZX (2.62). FWCBX was incepted earlier than GAOZX: FWCBX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FWCBX (0.32). GAOZX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than GAOZX: FWCBX (250) vs GAOZX (15000000). FWCBX annual gain was more profitable for investors over the last year : 15.49 vs. GAOZX (9.85).
| FWCBX | GAOZX | FWCBX / GAOZX | |
| Total Expense Ratio | 0.32 | 0.65 | 49% |
| Annual Report Gross Expense Ratio | 0.32 | 0.68 | 47% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 11.828 | 8.050 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 2.86B | 4,020% |
| Annual Yield % from dividends | 3.30 | 2.62 | 126% |
| Returns for 1 year | 15.49 | 9.85 | 157% |
| Returns for 3 years | 34.80 | 31.04 | 112% |
| Returns for 5 years | N/A | 32.08 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement