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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$77.07
Change-$0.60 (-0.77%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation R6
Price$21.77
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. GAOZX (2.88B). FWCBX pays higher dividends than GAOZX: FWCBX (3.25) vs GAOZX (3.06). 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 : 13.41 vs. GAOZX (10.77).
| 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 | 13.373 | 9.135 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.88B | 4,070% |
| Annual Yield % from dividends | 3.25 | 3.06 | 106% |
| Returns for 1 year | 13.41 | 10.77 | 125% |
| Returns for 3 years | 33.81 | 28.43 | 119% |
| Returns for 5 years | N/A | 24.82 | - |
| Returns for 10 years | N/A | N/A | - |
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