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FBCIX vs GAOFX
FBCIX vs GAOFX Comparison
Open Charts FBCIX vs GAOFX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R4
Price$21.36
Change-$0.87 (-3.91%)
VolumeN/A
Net Assets2.89B
FBCIX vs GAOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOFX (2.89B). FBCIX pays higher dividends than GAOFX: FBCIX (3.01) vs GAOFX (2.76). FBCIX was incepted earlier than GAOFX: FBCIX (5 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FBCIX (0.35). GAOFX is a more actively managed with annual turnover of: 107.00 vs. FBCIX (50.00). GAOFX has a lower initial minimum investment than FBCIX: GAOFX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 16.43 vs. GAOFX (7.34). FBCIX return over 5 years is better than : 48.37 vs. GAOFX (6.36).
| FBCIX | GAOFX | FBCIX / GAOFX | |
| Total Expense Ratio | 0.35 | 0.90 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.95 | 37% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.602 | 2.299 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.89B | 4,190% |
| Annual Yield % from dividends | 3.01 | 2.76 | 109% |
| Returns for 1 year | 16.43 | 7.34 | 224% |
| Returns for 3 years | 36.11 | 25.90 | 139% |
| Returns for 5 years | 48.37 | 6.36 | 761% |
| Returns for 10 years | N/A | N/A | - |
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