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FWCBX vs GAOSX
FWCBX vs GAOSX Comparison
Open Charts FWCBX vs GAOSX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation I
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FWCBX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOSX (2.88B). FWCBX pays higher dividends than GAOSX: FWCBX (3.08) vs GAOSX (2.35). FWCBX was incepted earlier than GAOSX: FWCBX (5 years) vs GAOSX (15 years). GAOSX (0.93) is less costly to investors than FWCBX (0.32). GAOSX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than GAOSX: FWCBX (250) vs GAOSX (1000000). FWCBX annual gain was more profitable for investors over the last year : 14.56 vs. GAOSX (10.10). FWCBX return over 5 years is better than : 52.63 vs. GAOSX (16.22).
| FWCBX | GAOSX | FWCBX / GAOSX | |
| Total Expense Ratio | 0.32 | 0.78 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 19.814 | 14.309 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,196% |
| Annual Yield % from dividends | 3.08 | 2.35 | 131% |
| Returns for 1 year | 14.56 | 10.10 | 144% |
| Returns for 3 years | 38.36 | 34.94 | 110% |
| Returns for 5 years | 52.63 | 16.22 | 324% |
| Returns for 10 years | N/A | 69.91 | - |
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