FBCIX
Price
$77.01
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
GAOTX
Price
$21.55
Change
+$0.04 (+0.19%)
Updated
Jul 3 closing price
Net Assets
2.87B
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FBCIX vs GAOTX

Header iconFBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTXBanner chart's image
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R3
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
FBCIX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. GAOTX (2.87B). FBCIX pays higher dividends than GAOTX: FBCIX (3.21) vs GAOTX (2.66). 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 : 16.00 vs. GAOTX (9.41).
FBCIXGAOTXFBCIX / GAOTX
Total Expense Ratio0.361.1531%
Annual Report Gross Expense Ratio0.361.2130%
Fund Existence5 years7 years-
Gain YTD13.2108.698152%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.87B4,039%
Annual Yield % from dividends3.212.66121%
Returns for 1 year16.009.41170%
Returns for 3 years36.3730.69119%
Returns for 5 yearsN/A27.01-
Returns for 10 yearsN/AN/A-
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