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FWCBX vs VGYAX
FWCBX vs VGYAX Comparison
Open Charts FWCBX vs VGYAX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Vanguard Global Wellesley Income Admiral
Price$29.15
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets657.97M
FWCBX vs VGYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. VGYAX (658M). VGYAX pays higher dividends than FWCBX: VGYAX (3.85) vs FWCBX (3.16). 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 : 15.32 vs. VGYAX (9.44). FWCBX return over 5 years is better than : 57.77 vs. VGYAX (21.06).
| 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 | 19.518 | 10.559 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 658M | 18,541% |
| Annual Yield % from dividends | 3.16 | 3.85 | 82% |
| Returns for 1 year | 15.32 | 9.44 | 162% |
| Returns for 3 years | 42.84 | 25.72 | 167% |
| Returns for 5 years | 57.77 | 21.06 | 274% |
| Returns for 10 years | N/A | N/A | - |
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