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FBCIX vs GAOFX
FBCIX vs GAOFX Comparison
Open Charts FBCIX vs GAOFX
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
JPMorgan Global Allocation R4
Price$21.05
Change-$0.20 (-0.94%)
VolumeN/A
Net Assets2.8B
FBCIX vs GAOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. GAOFX (2.8B). FBCIX pays higher dividends than GAOFX: FBCIX (3.26) vs GAOFX (2.44). FBCIX was incepted earlier than GAOFX: FBCIX (5 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FBCIX (0.36). GAOFX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). 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 : 14.18 vs. GAOFX (7.08).
| FBCIX | GAOFX | FBCIX / GAOFX | |
| Total Expense Ratio | 0.36 | 0.90 | 40% |
| Annual Report Gross Expense Ratio | 0.36 | 0.95 | 38% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 10.505 | 5.354 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.8B | 4,071% |
| Annual Yield % from dividends | 3.26 | 2.44 | 133% |
| Returns for 1 year | 14.18 | 7.08 | 200% |
| Returns for 3 years | 35.41 | 28.53 | 124% |
| Returns for 5 years | N/A | 27.32 | - |
| Returns for 10 years | N/A | N/A | - |
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