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FWCBX vs VGYAX
FWCBX vs VGYAX Comparison
Open Charts FWCBX vs VGYAX
American Funds Capital Income Bldr 529F3
Price$71.91
Change-$1.23 (-1.68%)
VolumeN/A
Net Assets110.89B
Vanguard Global Wellesley Income Admiral
Price$27.73
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets547.28M
FWCBX vs VGYAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 111B vs. VGYAX (547M). VGYAX pays higher dividends than FWCBX: VGYAX (3.78) vs FWCBX (3.35). FWCBX was incepted earlier than VGYAX: FWCBX (4 years) vs VGYAX (7 years). FWCBX (0.32) and VGYAX (0.31) have similar cost to investors . FWCBX has a lower initial minimum investment than VGYAX: FWCBX (250) vs VGYAX (50000). FWCBX annual gain was more profitable for investors over the last year : 10.70 vs. VGYAX (6.50).
| FWCBX | VGYAX | FWCBX / VGYAX | |
| Total Expense Ratio | 0.32 | 0.31 | 103% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 5.062 | 2.894 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 547M | 20,293% |
| Annual Yield % from dividends | 3.35 | 3.78 | 89% |
| Returns for 1 year | 10.70 | 6.50 | 165% |
| Returns for 3 years | 21.86 | 9.27 | 236% |
| Returns for 5 years | N/A | 22.21 | - |
| Returns for 10 years | N/A | N/A | - |
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