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FBCIX vs GAOCX
FBCIX vs GAOCX Comparison
Open Charts FBCIX vs GAOCX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
JPMorgan Global Allocation C
Price$21.66
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets2.9B
FBCIX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. GAOCX (2.9B). FBCIX pays higher dividends than GAOCX: FBCIX (3.12) vs GAOCX (1.82). FBCIX was incepted earlier than GAOCX: FBCIX (5 years) vs GAOCX (14 years). GAOCX (1.68) is less costly to investors than FBCIX (0.36). GAOCX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOCX: FBCIX (250) vs GAOCX (1000). FBCIX annual gain was more profitable for investors over the last year : 14.65 vs. GAOCX (10.30). FBCIX return over 5 years is better than : 56.25 vs. GAOCX (15.78).
| FBCIX | GAOCX | FBCIX / GAOCX | |
| Total Expense Ratio | 0.36 | 1.53 | 24% |
| Annual Report Gross Expense Ratio | 0.36 | 1.68 | 21% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 18.538 | 12.780 | 145% |
| Front Load | N/A | N/A | - |
| 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 | 1.82 | 171% |
| Returns for 1 year | 14.65 | 10.30 | 142% |
| Returns for 3 years | 42.28 | 35.09 | 120% |
| Returns for 5 years | 56.25 | 15.78 | 356% |
| Returns for 10 years | N/A | 58.18 | - |
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