Interact to see
Advertisement
Advertisement
FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation R3
Price$21.22
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOTX (2.86B). FWCBX pays higher dividends than GAOTX: FWCBX (3.08) vs GAOTX (2.09). FWCBX was incepted earlier than GAOTX: FWCBX (5 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than FWCBX (0.32). GAOTX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). GAOTX has a lower initial minimum investment than FWCBX: GAOTX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.31 vs. GAOTX (6.14). FWCBX return over 5 years is better than : 46.00 vs. GAOTX (7.36).
| FWCBX | GAOTX | FWCBX / GAOTX | |
| Total Expense Ratio | 0.32 | 1.15 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.21 | 26% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.247 | 7.574 | 188% |
| 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 | 2.09 | 147% |
| Returns for 1 year | 13.31 | 6.14 | 217% |
| Returns for 3 years | 34.20 | 30.15 | 113% |
| Returns for 5 years | 46.00 | 7.36 | 625% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers