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FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation A
Price$21.64
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. GAOAX (2.88B). FWCBX pays higher dividends than GAOAX: FWCBX (3.25) vs GAOAX (2.79). FWCBX was incepted earlier than GAOAX: FWCBX (5 years) vs GAOAX (14 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 : 15.27 vs. GAOAX (11.90).
| 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 | 14 years | - |
| Gain YTD | 14.255 | 9.544 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.88B | 4,070% |
| Annual Yield % from dividends | 3.25 | 2.79 | 116% |
| Returns for 1 year | 15.27 | 11.90 | 128% |
| Returns for 3 years | 37.44 | 31.40 | 119% |
| Returns for 5 years | N/A | 24.88 | - |
| Returns for 10 years | N/A | 55.47 | - |
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