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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$71.05
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
JPMorgan Global Allocation R6
Price$19.94
Change-$0.43 (-2.11%)
VolumeN/A
Net Assets2.75B
FWCBX vs GAOZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. GAOZX (2.75B). FWCBX pays higher dividends than GAOZX: FWCBX (3.42) vs GAOZX (2.72). FWCBX was incepted earlier than GAOZX: FWCBX (4 years) vs GAOZX (7 years). GAOZX (0.70) is less costly to investors than FWCBX (0.32). 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 : 8.65 vs. GAOZX (2.74).
| FWCBX | GAOZX | FWCBX / GAOZX | |
| Total Expense Ratio | 0.32 | 0.65 | 49% |
| Annual Report Gross Expense Ratio | 0.32 | 0.70 | 46% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 3.805 | -1.079 | -353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.75B | 3,999% |
| Annual Yield % from dividends | 3.42 | 2.72 | 126% |
| Returns for 1 year | 8.65 | 2.74 | 316% |
| Returns for 3 years | 14.99 | 4.79 | 313% |
| Returns for 5 years | N/A | 38.83 | - |
| Returns for 10 years | N/A | N/A | - |
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