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FWCBX vs GAORX
FWCBX vs GAORX Comparison
Open Charts FWCBX vs GAORX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation R5
Price$21.41
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAORX (2.86B). FWCBX pays higher dividends than GAORX: FWCBX (3.08) vs GAORX (2.37). 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 : 13.40 vs. GAORX (6.58). FWCBX return over 5 years is better than : 45.88 vs. GAORX (9.44).
| 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 | 14.158 | 7.919 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.86B | 4,234% |
| Annual Yield % from dividends | 3.08 | 2.37 | 130% |
| Returns for 1 year | 13.40 | 6.58 | 204% |
| Returns for 3 years | 34.22 | 31.24 | 110% |
| Returns for 5 years | 45.88 | 9.44 | 486% |
| Returns for 10 years | N/A | N/A | - |
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