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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
JPMorgan Global Allocation R6
Price$22.16
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.83B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. GAOZX (2.83B). FWCBX pays higher dividends than GAOZX: FWCBX (3.16) vs GAOZX (2.45). 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 : 13.35 vs. GAOZX (9.98). FWCBX return over 5 years is better than : 53.33 vs. GAOZX (17.99).
| 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 | 16.957 | 11.783 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.83B | 4,206% |
| Annual Yield % from dividends | 3.16 | 2.45 | 129% |
| Returns for 1 year | 13.35 | 9.98 | 134% |
| Returns for 3 years | 39.43 | 35.93 | 110% |
| Returns for 5 years | 53.33 | 17.99 | 296% |
| Returns for 10 years | N/A | N/A | - |
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