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FWCBX vs VGYAX
FWCBX vs VGYAX Comparison
Open Charts FWCBX vs VGYAX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Vanguard Global Wellesley Income Admiral
Price$28.92
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets648.97M
FWCBX vs VGYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. VGYAX (649M). VGYAX pays higher dividends than FWCBX: VGYAX (3.86) vs FWCBX (3.17). FWCBX was incepted earlier than VGYAX: FWCBX (5 years) vs VGYAX (8 years). FWCBX (0.32) and VGYAX (0.31) have similar cost to investors . VGYAX is a more actively managed with annual turnover of: 106.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than VGYAX: FWCBX (250) vs VGYAX (50000). FWCBX annual gain was more profitable for investors over the last year : 11.07 vs. VGYAX (6.56).
| FWCBX | VGYAX | FWCBX / VGYAX | |
| Total Expense Ratio | 0.32 | 0.31 | 103% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 17.342 | 9.461 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 649M | 18,336% |
| Annual Yield % from dividends | 3.17 | 3.86 | 82% |
| Returns for 1 year | 11.07 | 6.56 | 169% |
| Returns for 3 years | 50.44 | 30.67 | 164% |
| Returns for 5 years | N/A | 22.93 | - |
| Returns for 10 years | N/A | N/A | - |
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