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FWCBX vs GAOFX
FWCBX vs GAOFX Comparison
Open Charts FWCBX vs GAOFX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation R4
Price$21.21
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOFX (2.86B). FWCBX pays higher dividends than GAOFX: FWCBX (3.08) 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 : 13.31 vs. GAOFX (6.40). FWCBX return over 5 years is better than : 46.00 vs. GAOFX (8.67).
| 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 | 14.247 | 7.813 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.86B | 4,229% |
| Annual Yield % from dividends | 3.08 | 2.27 | 136% |
| Returns for 1 year | 13.31 | 6.40 | 208% |
| Returns for 3 years | 34.20 | 31.14 | 110% |
| Returns for 5 years | 46.00 | 8.67 | 531% |
| Returns for 10 years | N/A | N/A | - |
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