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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
JPMorgan Global Allocation R5
Price$21.26
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets2.8B
FWCBX vs GAORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. GAORX (2.8B). FWCBX pays higher dividends than GAORX: FWCBX (3.30) vs GAORX (2.54). FWCBX was incepted earlier than GAORX: FWCBX (5 years) vs GAORX (7 years). GAORX (1.94) is less costly to investors than FWCBX (0.32). GAORX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). 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 : 14.20 vs. GAORX (7.30).
| FWCBX | GAORX | FWCBX / GAORX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 1.94 | 16% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 10.519 | 5.443 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.8B | 4,071% |
| Annual Yield % from dividends | 3.30 | 2.54 | 130% |
| Returns for 1 year | 14.20 | 7.30 | 195% |
| Returns for 3 years | 35.55 | 29.05 | 122% |
| Returns for 5 years | N/A | 28.32 | - |
| Returns for 10 years | N/A | N/A | - |
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