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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation R6
Price$21.42
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOZX (2.86B). FWCBX pays higher dividends than GAOZX: FWCBX (3.08) vs GAOZX (2.45). FWCBX was incepted earlier than GAOZX: FWCBX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FWCBX (0.32). GAOZX is a more actively managed with annual turnover of: 94.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than GAOZX: FWCBX (250) vs GAOZX (15000000). FWCBX annual gain was more profitable for investors over the last year : 13.40 vs. GAOZX (6.66). FWCBX return over 5 years is better than : 45.88 vs. GAOZX (10.00).
| FWCBX | GAOZX | FWCBX / GAOZX | |
| Total Expense Ratio | 0.32 | 0.65 | 49% |
| Annual Report Gross Expense Ratio | 0.32 | 0.68 | 47% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 14.158 | 8.050 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.86B | 4,234% |
| Annual Yield % from dividends | 3.08 | 2.45 | 126% |
| Returns for 1 year | 13.40 | 6.66 | 201% |
| Returns for 3 years | 34.22 | 31.69 | 108% |
| Returns for 5 years | 45.88 | 10.00 | 459% |
| Returns for 10 years | N/A | N/A | - |
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