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FWCBX vs VGWIX
FWCBX vs VGWIX Comparison
Open Charts FWCBX vs VGWIX
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Vanguard Global Wellesley Income I
Price$22.84
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets622.07M
FWCBX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. VGWIX (622M). VGWIX pays higher dividends than FWCBX: VGWIX (3.62) vs FWCBX (3.25). FWCBX was incepted earlier than VGWIX: FWCBX (5 years) vs VGWIX (8 years). VGWIX (0.44) is less costly to investors than FWCBX (0.32). VGWIX is a more actively managed with annual turnover of: 106.00 vs. FWCBX (56.00). 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 : 16.02 vs. VGWIX (8.07).
| FWCBX | VGWIX | FWCBX / VGWIX | |
| Total Expense Ratio | 0.32 | 0.44 | 73% |
| Annual Report Gross Expense Ratio | 0.32 | 0.44 | 73% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 13.726 | 7.010 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 622M | 18,650% |
| Annual Yield % from dividends | 3.25 | 3.62 | 90% |
| Returns for 1 year | 16.02 | 8.07 | 199% |
| Returns for 3 years | 34.46 | 17.30 | 199% |
| Returns for 5 years | N/A | 19.37 | - |
| Returns for 10 years | N/A | N/A | - |
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