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FBCIX vs MKLOX
FBCIX vs MKLOX Comparison
Open Charts FBCIX vs MKLOX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
BlackRock Global Allocation K
Price$20.81
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets16.96B
FBCIX vs MKLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. MKLOX (17B). FBCIX pays higher dividends than MKLOX: FBCIX (3.21) vs MKLOX (1.19). 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 : 16.00 vs. MKLOX (6.59).
| 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 | 13.210 | 11.403 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 17B | 682% |
| Annual Yield % from dividends | 3.21 | 1.19 | 269% |
| Returns for 1 year | 16.00 | 6.59 | 243% |
| Returns for 3 years | 36.37 | 21.71 | 168% |
| Returns for 5 years | N/A | 8.39 | - |
| Returns for 10 years | N/A | N/A | - |