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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R3
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAOTX (2.87B). FWCBX pays higher dividends than GAOTX: FWCBX (3.25) vs GAOTX (2.66). 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 : 16.05 vs. GAOTX (9.41).
| 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 | 13.226 | 8.698 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.87B | 4,039% |
| Annual Yield % from dividends | 3.25 | 2.66 | 122% |
| Returns for 1 year | 16.05 | 9.41 | 171% |
| Returns for 3 years | 36.51 | 30.69 | 119% |
| Returns for 5 years | N/A | 27.01 | - |
| Returns for 10 years | N/A | N/A | - |
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