FWCBX
Price
$77.67
Change
-$0.04 (-0.05%)
Updated
Jul 25 closing price
Net Assets
117.32B
GAOTX
Price
$21.70
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
2.87B
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FWCBX vs GAOTX

Header iconFWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTXBanner chart's image
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation R3
Price$21.70
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. GAOTX (2.88B). 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 : 15.27 vs. GAOTX (11.77).
FWCBXGAOTXFWCBX / GAOTX
Total Expense Ratio0.321.1528%
Annual Report Gross Expense Ratio0.321.2126%
Fund Existence5 years7 years-
Gain YTD14.2559.455151%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets117B2.88B4,070%
Annual Yield % from dividends3.252.66122%
Returns for 1 year15.2711.77130%
Returns for 3 years37.4431.00121%
Returns for 5 yearsN/A24.17-
Returns for 10 yearsN/AN/A-
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