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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
JPMorgan Global Allocation R3
Price$22.29
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. GAOTX (2.88B). FBCIX pays higher dividends than GAOTX: FBCIX (3.12) vs GAOTX (2.11). FBCIX was incepted earlier than GAOTX: FBCIX (5 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than FBCIX (0.36). GAOTX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). GAOTX has a lower initial minimum investment than FBCIX: GAOTX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. GAOTX (9.51).
| FBCIX | GAOTX | FBCIX / GAOTX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.21 | 30% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 17.295 | 12.999 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.88B | 4,161% |
| Annual Yield % from dividends | 3.12 | 2.11 | 148% |
| Returns for 1 year | 11.02 | 9.51 | 116% |
| Returns for 3 years | 50.26 | 43.66 | 115% |
| Returns for 5 years | N/A | 22.65 | - |
| Returns for 10 years | N/A | N/A | - |
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