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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
JPMorgan Global Allocation R3
Price$21.07
Change-$0.20 (-0.94%)
VolumeN/A
Net Assets2.8B
FWCBX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. GAOTX (2.8B). FWCBX pays higher dividends than GAOTX: FWCBX (3.30) vs GAOTX (2.21). 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 : 14.20 vs. GAOTX (6.87).
| 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 | 10.519 | 5.284 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.8B | 4,071% |
| Annual Yield % from dividends | 3.30 | 2.21 | 150% |
| Returns for 1 year | 14.20 | 6.87 | 207% |
| Returns for 3 years | 35.55 | 27.61 | 129% |
| Returns for 5 years | N/A | 25.82 | - |
| Returns for 10 years | N/A | N/A | - |
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