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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
JPMorgan Global Allocation A
Price$22.25
Change-$0.24 (-1.07%)
VolumeN/A
Net Assets2.9B
FBCIX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. GAOAX (2.9B). FBCIX pays higher dividends than GAOAX: FBCIX (3.12) vs GAOAX (2.19). FBCIX was incepted earlier than GAOAX: FBCIX (5 years) vs GAOAX (14 years). GAOAX (1.18) is less costly to investors than FBCIX (0.36). GAOAX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOAX: FBCIX (250) vs GAOAX (1000). FBCIX annual gain was more profitable for investors over the last year : 15.27 vs. GAOAX (11.68). FBCIX return over 5 years is better than : 57.50 vs. GAOAX (20.08).
| FBCIX | GAOAX | FBCIX / GAOAX | |
| Total Expense Ratio | 0.36 | 1.03 | 35% |
| Annual Report Gross Expense Ratio | 0.36 | 1.18 | 31% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 19.485 | 14.458 | 135% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.9B | 4,203% |
| Annual Yield % from dividends | 3.12 | 2.19 | 143% |
| Returns for 1 year | 15.27 | 11.68 | 131% |
| Returns for 3 years | 42.69 | 37.67 | 113% |
| Returns for 5 years | 57.50 | 20.08 | 286% |
| Returns for 10 years | N/A | 68.87 | - |
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