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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R5
Price$21.59
Change-$0.85 (-3.79%)
VolumeN/A
Net Assets2.88B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAORX (2.88B). FWCBX pays higher dividends than GAORX: FWCBX (3.05) vs GAORX (2.85). FWCBX was incepted earlier than GAORX: FWCBX (5 years) vs GAORX (7 years). GAORX (1.94) is less costly to investors than FWCBX (0.31). GAORX is a more actively managed with annual turnover of: 107.00 vs. FWCBX (50.00). GAORX has a lower initial minimum investment than FWCBX: GAORX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. GAORX (7.55). FWCBX return over 5 years is better than : 48.63 vs. GAORX (7.25).
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | 0.31 | 0.75 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 1.94 | 16% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.590 | 2.274 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,204% |
| Annual Yield % from dividends | 3.05 | 2.85 | 107% |
| Returns for 1 year | 16.48 | 7.55 | 218% |
| Returns for 3 years | 36.26 | 26.53 | 137% |
| Returns for 5 years | 48.63 | 7.25 | 671% |
| Returns for 10 years | N/A | N/A | - |
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