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CIRCX vs FBCIX
CIRCX vs FBCIX Comparison
Open Charts CIRCX vs FBCIX
American Funds Capital Income Bldr 529C
Price$78.72
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
CIRCX vs FBCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRCX (121B) and FBCIX (121B) have equal amount of cash in the bank . FBCIX pays higher dividends than CIRCX: FBCIX (3.10) vs CIRCX (2.12). CIRCX was incepted earlier than FBCIX: CIRCX (24 years) vs FBCIX (5 years). CIRCX (1.37) is less costly to investors than FBCIX (0.36). CIRCX (56.00) and FBCIX (56.00) have comparable annual turnover. CIRCX (250) and FBCIX (250) have matching initial minimum investment requirements. FBCIX annual gain was more profitable for investors over the last year : 18.20 vs. CIRCX (17.02). FBCIX return over 5 years is better than : 45.83 vs. CIRCX (38.64).
| CIRCX | FBCIX | CIRCX / FBCIX | |
| Total Expense Ratio | 1.37 | 0.36 | 381% |
| Annual Report Gross Expense Ratio | 1.37 | 0.36 | 381% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 1.943 | 1.990 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 121B | 100% |
| Annual Yield % from dividends | 2.12 | 3.10 | 69% |
| Returns for 1 year | 17.02 | 18.20 | 94% |
| Returns for 3 years | 29.84 | 33.83 | 88% |
| Returns for 5 years | 38.64 | 45.83 | 84% |
| Returns for 10 years | 91.93 | N/A | - |
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