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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
JPMorgan Global Allocation R6
Price$22.52
Change-$0.24 (-1.05%)
VolumeN/A
Net Assets2.9B
FBCIX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. GAOZX (2.9B). FBCIX pays higher dividends than GAOZX: FBCIX (3.12) vs GAOZX (2.45). FBCIX was incepted earlier than GAOZX: FBCIX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FBCIX (0.36). GAOZX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). 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 : 15.27 vs. GAOZX (12.09). FBCIX return over 5 years is better than : 57.50 vs. GAOZX (22.40).
| FBCIX | GAOZX | FBCIX / GAOZX | |
| Total Expense Ratio | 0.36 | 0.65 | 55% |
| Annual Report Gross Expense Ratio | 0.36 | 0.68 | 53% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 19.485 | 14.810 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.9B | 4,203% |
| Annual Yield % from dividends | 3.12 | 2.45 | 127% |
| Returns for 1 year | 15.27 | 12.09 | 126% |
| Returns for 3 years | 42.69 | 39.29 | 109% |
| Returns for 5 years | 57.50 | 22.40 | 257% |
| Returns for 10 years | N/A | N/A | - |
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