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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$77.15
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
JPMorgan Global Allocation R6
Price$21.42
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FBCIX vs GAOZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. GAOZX (2.86B). FBCIX pays higher dividends than GAOZX: FBCIX (3.04) 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 : 13.39 vs. GAOZX (6.66). FBCIX return over 5 years is better than : 45.67 vs. GAOZX (10.00).
| 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 | 14.144 | 8.050 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.86B | 4,234% |
| Annual Yield % from dividends | 3.04 | 2.45 | 124% |
| Returns for 1 year | 13.39 | 6.66 | 201% |
| Returns for 3 years | 34.11 | 31.69 | 108% |
| Returns for 5 years | 45.67 | 10.00 | 457% |
| Returns for 10 years | N/A | N/A | - |
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