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FWCBX vs GAOTX
FWCBX vs GAOTX Comparison
Open Charts FWCBX vs GAOTX
American Funds Capital Income Bldr 529F3
Price$80.72
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
JPMorgan Global Allocation R3
Price$22.55
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets2.9B
FWCBX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOTX (2.9B). FWCBX pays higher dividends than GAOTX: FWCBX (3.16) 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 : 15.32 vs. GAOTX (11.54). FWCBX return over 5 years is better than : 57.77 vs. GAOTX (19.39).
| 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 | 19.518 | 14.317 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.9B | 4,171% |
| Annual Yield % from dividends | 3.16 | 2.09 | 151% |
| Returns for 1 year | 15.32 | 11.54 | 133% |
| Returns for 3 years | 42.84 | 37.21 | 115% |
| Returns for 5 years | 57.77 | 19.39 | 298% |
| Returns for 10 years | N/A | N/A | - |
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