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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$78.70
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets118.23B
JPMorgan Global Allocation R6
Price$22.28
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. GAOZX (2.9B). FWCBX pays higher dividends than GAOZX: FWCBX (3.17) vs GAOZX (3.00). 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 : 13.52 vs. GAOZX (12.42).
| 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 | 15.771 | 11.692 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.9B | 4,076% |
| Annual Yield % from dividends | 3.17 | 3.00 | 106% |
| Returns for 1 year | 13.52 | 12.42 | 109% |
| Returns for 3 years | 38.67 | 34.89 | 111% |
| Returns for 5 years | N/A | 25.87 | - |
| Returns for 10 years | N/A | N/A | - |
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