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FBCIX vs MDLOX
FBCIX vs MDLOX Comparison
Open Charts FBCIX vs MDLOX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
BlackRock Global Allocation Inv A
Price$20.60
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets16.96B
FBCIX vs MDLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. MDLOX (17B). FBCIX pays higher dividends than MDLOX: FBCIX (3.21) vs MDLOX (0.99). FBCIX was incepted earlier than MDLOX: FBCIX (5 years) vs MDLOX (31 years). MDLOX (1.13) is less costly to investors than FBCIX (0.36). MDLOX is a more actively managed with annual turnover of: 173.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than MDLOX: FBCIX (250) vs MDLOX (1000). FBCIX annual gain was more profitable for investors over the last year : 16.00 vs. MDLOX (6.29).
| FBCIX | MDLOX | FBCIX / MDLOX | |
| Total Expense Ratio | 0.36 | 1.09 | 33% |
| Annual Report Gross Expense Ratio | 0.36 | 1.13 | 32% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 13.210 | 11.171 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 17B | 682% |
| Annual Yield % from dividends | 3.21 | 0.99 | 323% |
| Returns for 1 year | 16.00 | 6.29 | 254% |
| Returns for 3 years | 36.37 | 20.57 | 177% |
| Returns for 5 years | N/A | 9.94 | - |
| Returns for 10 years | N/A | 8.79 | - |