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FWCBX vs VGYAX
FWCBX vs VGYAX Comparison
Open Charts FWCBX vs VGYAX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Vanguard Global Wellesley Income Admiral
Price$28.63
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets638.95M
FWCBX vs VGYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. VGYAX (639M). VGYAX pays higher dividends than FWCBX: VGYAX (3.68) vs FWCBX (3.17). FWCBX was incepted earlier than VGYAX: FWCBX (5 years) vs VGYAX (8 years). FWCBX (0.32) and VGYAX (0.31) have similar cost to investors . VGYAX is a more actively managed with annual turnover of: 106.00 vs. FWCBX (56.00). 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 : 10.54 vs. VGYAX (4.97).
| FWCBX | VGYAX | FWCBX / VGYAX | |
| Total Expense Ratio | 0.32 | 0.31 | 103% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 16.542 | 8.364 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 639M | 18,623% |
| Annual Yield % from dividends | 3.17 | 3.68 | 86% |
| Returns for 1 year | 10.54 | 4.97 | 212% |
| Returns for 3 years | 51.88 | 30.36 | 171% |
| Returns for 5 years | N/A | 23.65 | - |
| Returns for 10 years | N/A | N/A | - |
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