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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$80.95
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation A
Price$22.42
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOAX (2.88B). FBCIX pays higher dividends than GAOAX: FBCIX (3.04) vs GAOAX (2.19). FBCIX was incepted earlier than GAOAX: FBCIX (5 years) vs GAOAX (15 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 : 14.50 vs. GAOAX (9.84). FBCIX return over 5 years is better than : 52.37 vs. GAOAX (14.75).
| 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 | 15 years | - |
| Gain YTD | 19.766 | 14.102 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,196% |
| Annual Yield % from dividends | 3.04 | 2.19 | 139% |
| Returns for 1 year | 14.50 | 9.84 | 147% |
| Returns for 3 years | 38.22 | 33.98 | 112% |
| Returns for 5 years | 52.37 | 14.75 | 355% |
| Returns for 10 years | N/A | 65.99 | - |
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