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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
JPMorgan Global Allocation R4
Price$22.30
Change-$0.23 (-1.02%)
VolumeN/A
Net Assets2.9B
FWCBX vs GAOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. GAOFX (2.9B). FWCBX pays higher dividends than GAOFX: FWCBX (3.16) vs GAOFX (2.27). FWCBX was incepted earlier than GAOFX: FWCBX (5 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FWCBX (0.32). GAOFX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). GAOFX has a lower initial minimum investment than FWCBX: GAOFX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 14.69 vs. GAOFX (10.99). FWCBX return over 5 years is better than : 56.52 vs. GAOFX (19.57).
| FWCBX | GAOFX | FWCBX / GAOFX | |
| Total Expense Ratio | 0.32 | 0.90 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.95 | 34% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 18.571 | 13.354 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.9B | 4,203% |
| Annual Yield % from dividends | 3.16 | 2.27 | 139% |
| Returns for 1 year | 14.69 | 10.99 | 134% |
| Returns for 3 years | 42.43 | 37.64 | 113% |
| Returns for 5 years | 56.52 | 19.57 | 289% |
| Returns for 10 years | N/A | N/A | - |
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