FWCBX
Price
$76.97
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
GAOTX
Price
$21.55
Change
+$0.04 (+0.19%)
Updated
Jul 3 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$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).
FWCBXGAOTXFWCBX / GAOTX
Total Expense Ratio0.321.1528%
Annual Report Gross Expense Ratio0.321.2126%
Fund Existence5 years7 years-
Gain YTD13.2268.698152%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.87B4,039%
Annual Yield % from dividends3.252.66122%
Returns for 1 year16.059.41171%
Returns for 3 years36.5130.69119%
Returns for 5 yearsN/A27.01-
Returns for 10 yearsN/AN/A-
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