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FWCBX vs GAOCX
FWCBX vs GAOCX Comparison
Open Charts FWCBX vs GAOCX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation C
Price$20.68
Change-$0.93 (-4.30%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOCX (2.89B). FWCBX pays higher dividends than GAOCX: FWCBX (3.05) vs GAOCX (2.34). FWCBX was incepted earlier than GAOCX: FWCBX (5 years) vs GAOCX (15 years). GAOCX (1.68) is less costly to investors than FWCBX (0.31). GAOCX is a more actively managed with annual turnover of: 107.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than GAOCX: FWCBX (250) vs GAOCX (1000). FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. GAOCX (6.41). FWCBX return over 5 years is better than : 48.63 vs. GAOCX (2.72).
| FWCBX | GAOCX | FWCBX / GAOCX | |
| Total Expense Ratio | 0.31 | 1.53 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 3.590 | 2.224 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.89B | 4,190% |
| Annual Yield % from dividends | 3.05 | 2.34 | 131% |
| Returns for 1 year | 16.48 | 6.41 | 257% |
| Returns for 3 years | 36.26 | 23.31 | 156% |
| Returns for 5 years | 48.63 | 2.72 | 1,786% |
| Returns for 10 years | N/A | 63.43 | - |
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