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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
JPMorgan Global Allocation R6
Price$21.60
Change-$0.85 (-3.79%)
VolumeN/A
Net Assets2.89B
FBCIX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOZX (2.89B). FBCIX (3.01) and GAOZX (2.93) have matching dividends . FBCIX was incepted earlier than GAOZX: FBCIX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FBCIX (0.35). GAOZX is a more actively managed with annual turnover of: 107.00 vs. FBCIX (50.00). FBCIX has a lower initial minimum investment than GAOZX: FBCIX (250) vs GAOZX (15000000). FBCIX annual gain was more profitable for investors over the last year : 16.43 vs. GAOZX (7.69). FBCIX return over 5 years is better than : 48.37 vs. GAOZX (7.78).
| FBCIX | GAOZX | FBCIX / GAOZX | |
| Total Expense Ratio | 0.35 | 0.65 | 54% |
| Annual Report Gross Expense Ratio | 0.35 | 0.68 | 51% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 3.602 | 2.321 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.89B | 4,190% |
| Annual Yield % from dividends | 3.01 | 2.93 | 103% |
| Returns for 1 year | 16.43 | 7.69 | 214% |
| Returns for 3 years | 36.11 | 26.94 | 134% |
| Returns for 5 years | 48.37 | 7.78 | 622% |
| Returns for 10 years | N/A | N/A | - |
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