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FWCBX vs VGWIX
FWCBX vs VGWIX Comparison
Open Charts FWCBX vs VGWIX
American Funds Capital Income Bldr 529F3
Price$78.39
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets694.93M
FWCBX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. VGWIX (695M). VGWIX pays higher dividends than FWCBX: VGWIX (3.88) vs FWCBX (3.14). FWCBX was incepted earlier than VGWIX: FWCBX (5 years) vs VGWIX (8 years). VGWIX (0.44) is less costly to investors than FWCBX (0.32). VGWIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than VGWIX: FWCBX (250) vs VGWIX (3000). FWCBX annual gain was more profitable for investors over the last year : 18.25 vs. VGWIX (14.34). FWCBX return over 5 years is better than : 46.09 vs. VGWIX (20.41).
| FWCBX | VGWIX | FWCBX / VGWIX | |
| Total Expense Ratio | 0.32 | 0.44 | 73% |
| Annual Report Gross Expense Ratio | 0.32 | 0.44 | 73% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 1.977 | 1.535 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 695M | 17,410% |
| Annual Yield % from dividends | 3.14 | 3.88 | 81% |
| Returns for 1 year | 18.25 | 14.34 | 127% |
| Returns for 3 years | 33.97 | 22.58 | 150% |
| Returns for 5 years | 46.09 | 20.41 | 226% |
| Returns for 10 years | N/A | N/A | - |
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