Interact to see
Advertisement
Advertisement
FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$77.70
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation A
Price$21.64
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.87B
FBCIX vs GAOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. GAOAX (2.88B). FBCIX pays higher dividends than GAOAX: FBCIX (3.21) vs GAOAX (2.79). 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 : 15.23 vs. GAOAX (11.90).
| 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 | 14.224 | 9.544 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.88B | 4,070% |
| Annual Yield % from dividends | 3.21 | 2.79 | 115% |
| Returns for 1 year | 15.23 | 11.90 | 128% |
| Returns for 3 years | 37.29 | 31.40 | 119% |
| Returns for 5 years | N/A | 24.88 | - |
| Returns for 10 years | N/A | 55.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement