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FBCIX vs MKLOX
FBCIX vs MKLOX Comparison
Open Charts FBCIX vs MKLOX
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
BlackRock Global Allocation K
Price$20.20
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets16.55B
FBCIX vs MKLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. MKLOX (16.6B). FBCIX pays higher dividends than MKLOX: FBCIX (3.26) vs MKLOX (1.24). FBCIX was incepted earlier than MKLOX: FBCIX (5 years) vs MKLOX (9 years). MKLOX (0.79) is less costly to investors than FBCIX (0.36). MKLOX is a more actively managed with annual turnover of: 173.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than MKLOX: FBCIX (250) vs MKLOX (5000000). FBCIX annual gain was more profitable for investors over the last year : 14.18 vs. MKLOX (4.73).
| FBCIX | MKLOX | FBCIX / MKLOX | |
| Total Expense Ratio | 0.36 | 0.76 | 47% |
| Annual Report Gross Expense Ratio | 0.36 | 0.79 | 46% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 10.505 | 8.137 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 16.6B | 687% |
| Annual Yield % from dividends | 3.26 | 1.24 | 263% |
| Returns for 1 year | 14.18 | 4.73 | 300% |
| Returns for 3 years | 35.41 | 18.75 | 189% |
| Returns for 5 years | N/A | 11.32 | - |
| Returns for 10 years | N/A | N/A | - |
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