Interact to see
Advertisement
Advertisement
FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
JPMorgan Global Allocation A
Price$22.25
Change-$0.24 (-1.07%)
VolumeN/A
Net Assets2.9B
FWCBX vs GAOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. GAOAX (2.9B). FWCBX pays higher dividends than GAOAX: FWCBX (3.16) vs GAOAX (2.19). 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 : 15.32 vs. GAOAX (11.68). FWCBX return over 5 years is better than : 57.77 vs. GAOAX (20.08).
| 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 | 19.518 | 14.458 | 135% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.9B | 4,203% |
| Annual Yield % from dividends | 3.16 | 2.19 | 145% |
| Returns for 1 year | 15.32 | 11.68 | 131% |
| Returns for 3 years | 42.84 | 37.67 | 114% |
| Returns for 5 years | 57.77 | 20.08 | 288% |
| Returns for 10 years | N/A | 68.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers