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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
JPMorgan Global Allocation R6
Price$21.26
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets2.8B
FWCBX vs GAOZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. GAOZX (2.8B). FWCBX pays higher dividends than GAOZX: FWCBX (3.30) vs GAOZX (2.62). 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 : 14.20 vs. GAOZX (7.39).
| 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 | 10.519 | 5.470 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.8B | 4,071% |
| Annual Yield % from dividends | 3.30 | 2.62 | 126% |
| Returns for 1 year | 14.20 | 7.39 | 192% |
| Returns for 3 years | 35.55 | 29.43 | 121% |
| Returns for 5 years | N/A | 28.92 | - |
| Returns for 10 years | N/A | N/A | - |
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