Interact to see
Advertisement
Advertisement
FWCBX vs VGYAX
FWCBX vs VGYAX Comparison
Open Charts FWCBX vs VGYAX
American Funds Capital Income Bldr 529F3
Price$77.96
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets117.5B
Vanguard Global Wellesley Income Admiral
Price$28.70
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets622.07M
FWCBX vs VGYAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. VGYAX (622M). VGYAX pays higher dividends than FWCBX: VGYAX (3.75) vs FWCBX (3.25). 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 : 11.64 vs. VGYAX (6.39).
| 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 | 14.682 | 7.854 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 622M | 18,810% |
| Annual Yield % from dividends | 3.25 | 3.75 | 87% |
| Returns for 1 year | 11.64 | 6.39 | 182% |
| Returns for 3 years | 34.25 | 18.62 | 184% |
| Returns for 5 years | N/A | 20.76 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement