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FWCBX vs VGWIX
FWCBX vs VGWIX Comparison
Open Charts FWCBX vs VGWIX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Vanguard Global Wellesley Income I
Price$23.32
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets657.97M
FWCBX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. VGWIX (658M). VGWIX pays higher dividends than FWCBX: VGWIX (3.73) vs FWCBX (3.16). 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: 106.00 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 : 15.32 vs. VGWIX (9.32). FWCBX return over 5 years is better than : 57.77 vs. VGWIX (20.69).
| 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 | 19.518 | 10.451 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 658M | 18,541% |
| Annual Yield % from dividends | 3.16 | 3.73 | 85% |
| Returns for 1 year | 15.32 | 9.32 | 164% |
| Returns for 3 years | 42.84 | 25.42 | 169% |
| Returns for 5 years | 57.77 | 20.69 | 279% |
| Returns for 10 years | N/A | N/A | - |
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