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FWCBX vs LGMAX
FWCBX vs LGMAX Comparison
Open Charts FWCBX vs LGMAX
American Funds Capital Income Bldr 529F3
Price$73.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Global Allocation A
Price$26.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWCBX vs LGMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. LGMAX (3.03B). FWCBX pays higher dividends than LGMAX: FWCBX (3.54) vs LGMAX (0.14). FWCBX was incepted earlier than LGMAX: FWCBX (4 years) vs LGMAX (19 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). FWCBX has a lower initial minimum investment than LGMAX: FWCBX (250) vs LGMAX (2500). FWCBX annual gain was more profitable for investors over the last year : 19.18 vs. LGMAX (18.08).
| FWCBX | LGMAX | FWCBX / LGMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 19 years | - |
| Gain YTD | 12.149 | 12.306 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 3.03B | 3,594% |
| Annual Yield % from dividends | 3.54 | 0.14 | 2,572% |
| Returns for 1 year | 19.18 | 18.08 | 106% |
| Returns for 3 years | 19.65 | -13.09 | -150% |
| Returns for 5 years | N/A | 9.15 | - |
| Returns for 10 years | N/A | 33.43 | - |
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