Interact to see
Advertisement
Advertisement
FWCBX vs GAOAX
FWCBX vs GAOAX Comparison
Open Charts FWCBX vs GAOAX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
JPMorgan Global Allocation A
Price$21.01
Change-$0.20 (-0.94%)
VolumeN/A
Net Assets2.8B
FWCBX vs GAOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. GAOAX (2.8B). FWCBX pays higher dividends than GAOAX: FWCBX (3.30) vs GAOAX (2.34). 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 : 14.20 vs. GAOAX (6.98).
| 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 | 10.519 | 5.331 | 197% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.8B | 4,071% |
| Annual Yield % from dividends | 3.30 | 2.34 | 141% |
| Returns for 1 year | 14.20 | 6.98 | 204% |
| Returns for 3 years | 35.55 | 28.00 | 127% |
| Returns for 5 years | N/A | 26.48 | - |
| Returns for 10 years | N/A | 49.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement