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FWCBX vs VGWIX
FWCBX vs VGWIX Comparison
Open Charts FWCBX vs VGWIX
American Funds Capital Income Bldr 529F3
Price$72.75
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.93
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
FWCBX vs VGWIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. VGWIX (546M). FWCBX pays higher dividends than VGWIX: FWCBX (3.54) vs VGWIX (3.26). FWCBX was incepted earlier than VGWIX: FWCBX (4 years) vs VGWIX (7 years). VGWIX is a more actively managed with annual turnover of: 150.00 vs. FWCBX (106.00). FWCBX has a lower initial minimum investment than VGWIX: FWCBX (250) vs VGWIX (3000). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. VGWIX (7.02).
| FWCBX | VGWIX | FWCBX / VGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 12.273 | 5.706 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 546M | 19,963% |
| Annual Yield % from dividends | 3.54 | 3.26 | 109% |
| Returns for 1 year | 13.73 | 7.02 | 196% |
| Returns for 3 years | 17.14 | 3.36 | 510% |
| Returns for 5 years | N/A | 12.88 | - |
| Returns for 10 years | N/A | N/A | - |
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