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FBCIX vs GAOSX
FBCIX vs GAOSX Comparison
Open Charts FBCIX vs GAOSX
American Funds Capital Income Bldr 529F2
Price$80.95
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation I
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOSX (2.88B). FBCIX pays higher dividends than GAOSX: FBCIX (3.04) vs GAOSX (2.35). FBCIX was incepted earlier than GAOSX: FBCIX (5 years) vs GAOSX (15 years). GAOSX (0.93) is less costly to investors than FBCIX (0.36). GAOSX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOSX: FBCIX (250) vs GAOSX (1000000). FBCIX annual gain was more profitable for investors over the last year : 14.50 vs. GAOSX (10.10). FBCIX return over 5 years is better than : 52.37 vs. GAOSX (16.22).
| FBCIX | GAOSX | FBCIX / GAOSX | |
| Total Expense Ratio | 0.36 | 0.78 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 0.93 | 39% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 19.766 | 14.309 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.88B | 4,196% |
| Annual Yield % from dividends | 3.04 | 2.35 | 129% |
| Returns for 1 year | 14.50 | 10.10 | 144% |
| Returns for 3 years | 38.22 | 34.94 | 109% |
| Returns for 5 years | 52.37 | 16.22 | 323% |
| Returns for 10 years | N/A | 69.91 | - |
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