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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R3
Price$21.37
Change-$0.88 (-3.96%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOTX (2.88B). FBCIX pays higher dividends than GAOTX: FBCIX (3.01) vs GAOTX (2.58). FBCIX was incepted earlier than GAOTX: FBCIX (5 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than FBCIX (0.35). GAOTX is a more actively managed with annual turnover of: 107.00 vs. FBCIX (50.00). 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 : 16.43 vs. GAOTX (7.08). FBCIX return over 5 years is better than : 48.37 vs. GAOTX (5.08).
| FBCIX | GAOTX | FBCIX / GAOTX | |
| Total Expense Ratio | 0.35 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.21 | 29% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.602 | 2.249 | 160% |
| 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 | 2.58 | 117% |
| Returns for 1 year | 16.43 | 7.08 | 232% |
| Returns for 3 years | 36.11 | 25.00 | 144% |
| Returns for 5 years | 48.37 | 5.08 | 952% |
| Returns for 10 years | N/A | N/A | - |
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