FWCBX
Price
$76.97
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
GAOZX
Price
$21.74
Change
+$0.04 (+0.18%)
Updated
Jul 3 closing price
Net Assets
2.87B
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FWCBX vs GAOZX

Header iconFWCBX vs GAOZX Comparison
Open Charts FWCBX vs GAOZXBanner chart's image
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R6
Price$21.74
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
FWCBX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. GAOZX (2.87B). 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 : 16.05 vs. GAOZX (9.96).
FWCBXGAOZXFWCBX / GAOZX
Total Expense Ratio0.320.6549%
Annual Report Gross Expense Ratio0.320.6847%
Fund Existence5 years8 years-
Gain YTD13.2268.985147%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.87B4,039%
Annual Yield % from dividends3.253.06106%
Returns for 1 year16.059.96161%
Returns for 3 years36.5132.66112%
Returns for 5 yearsN/A30.18-
Returns for 10 yearsN/AN/A-
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