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FBCIX vs GAORX
FBCIX vs GAORX Comparison
Open Charts FBCIX vs GAORX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R5
Price$21.59
Change-$0.85 (-3.79%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAORX (2.88B). FBCIX pays higher dividends than GAORX: FBCIX (3.01) vs GAORX (2.85). FBCIX was incepted earlier than GAORX: FBCIX (5 years) vs GAORX (7 years). GAORX (1.94) is less costly to investors than FBCIX (0.35). GAORX is a more actively managed with annual turnover of: 107.00 vs. FBCIX (50.00). GAORX has a lower initial minimum investment than FBCIX: GAORX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 16.43 vs. GAORX (7.55). FBCIX return over 5 years is better than : 48.37 vs. GAORX (7.25).
| FBCIX | GAORX | FBCIX / GAORX | |
| Total Expense Ratio | 0.35 | 0.75 | 47% |
| Annual Report Gross Expense Ratio | 0.35 | 1.94 | 18% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.602 | 2.274 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,204% |
| Annual Yield % from dividends | 3.01 | 2.85 | 105% |
| Returns for 1 year | 16.43 | 7.55 | 218% |
| Returns for 3 years | 36.11 | 26.53 | 136% |
| Returns for 5 years | 48.37 | 7.25 | 667% |
| Returns for 10 years | N/A | N/A | - |
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