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FWCBX vs GAOZX
FWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R6
Price$21.60
Change-$0.85 (-3.79%)
VolumeN/A
Net Assets2.89B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. GAOZX (2.89B). FWCBX (3.05) and GAOZX (2.93) have matching dividends . FWCBX was incepted earlier than GAOZX: FWCBX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FWCBX (0.31). GAOZX is a more actively managed with annual turnover of: 107.00 vs. FWCBX (50.00). 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 : 16.48 vs. GAOZX (7.69). FWCBX return over 5 years is better than : 48.63 vs. GAOZX (7.78).
| FWCBX | GAOZX | FWCBX / GAOZX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.68 | 46% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 3.590 | 2.321 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.89B | 4,190% |
| Annual Yield % from dividends | 3.05 | 2.93 | 104% |
| Returns for 1 year | 16.48 | 7.69 | 214% |
| Returns for 3 years | 36.26 | 26.94 | 135% |
| Returns for 5 years | 48.63 | 7.78 | 625% |
| Returns for 10 years | N/A | N/A | - |
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