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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$78.70
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets118.23B
JPMorgan Global Allocation R3
Price$22.07
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets2.91B
FWCBX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. GAOTX (2.91B). FWCBX pays higher dividends than GAOTX: FWCBX (3.17) vs GAOTX (2.61). 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 : 13.52 vs. GAOTX (11.89).
| 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 | 15.771 | 11.321 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.91B | 4,059% |
| Annual Yield % from dividends | 3.17 | 2.61 | 122% |
| Returns for 1 year | 13.52 | 11.89 | 114% |
| Returns for 3 years | 38.67 | 32.86 | 118% |
| Returns for 5 years | N/A | 22.84 | - |
| Returns for 10 years | N/A | N/A | - |
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