FWCBX
Price
$76.97
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
GAOAX
Price
$21.49
Change
+$0.04 (+0.19%)
Updated
Jul 3 closing price
Net Assets
2.87B
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FWCBX vs GAOAX

Header iconFWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAXBanner chart's image
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation A
Price$21.49
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAOAX (2.87B). 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 : 16.05 vs. GAOAX (9.53).
FWCBXGAOAXFWCBX / GAOAX
Total Expense Ratio0.321.0331%
Annual Report Gross Expense Ratio0.321.1827%
Fund Existence5 years14 years-
Gain YTD13.2268.785151%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.87B4,039%
Annual Yield % from dividends3.252.79116%
Returns for 1 year16.059.53168%
Returns for 3 years36.5131.16117%
Returns for 5 yearsN/A27.68-
Returns for 10 yearsN/A56.44-
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