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FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation A
Price$22.42
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FWCBX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOAX (2.88B). FWCBX pays higher dividends than GAOAX: FWCBX (3.08) vs GAOAX (2.19). FWCBX was incepted earlier than GAOAX: FWCBX (5 years) vs GAOAX (15 years). GAOAX (1.18) is less costly to investors than FWCBX (0.32). GAOAX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than GAOAX: FWCBX (250) vs GAOAX (1000). FWCBX annual gain was more profitable for investors over the last year : 14.56 vs. GAOAX (9.84). FWCBX return over 5 years is better than : 52.63 vs. GAOAX (14.75).
| FWCBX | GAOAX | FWCBX / GAOAX | |
| Total Expense Ratio | 0.32 | 1.03 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.18 | 27% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 19.814 | 14.102 | 141% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,196% |
| Annual Yield % from dividends | 3.08 | 2.19 | 141% |
| Returns for 1 year | 14.56 | 9.84 | 148% |
| Returns for 3 years | 38.36 | 33.98 | 113% |
| Returns for 5 years | 52.63 | 14.75 | 357% |
| Returns for 10 years | N/A | 65.99 | - |
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