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FBCIX vs MRJAX
FBCIX vs MRJAX Comparison
Open Charts FBCIX vs MRJAX
American Funds Capital Income Bldr 529F2
Price$77.70
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Morgan Stanley Multi-Asset Real Return A
Price$10.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.25M
FBCIX vs MRJAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. MRJAX (8.25M). MRJAX pays higher dividends than FBCIX: MRJAX (10.12) vs FBCIX (3.21). FBCIX was incepted earlier than MRJAX: FBCIX (5 years) vs MRJAX (7 years). MRJAX (2.69) is less costly to investors than FBCIX (0.36). MRJAX is a more actively managed with annual turnover of: 310.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than MRJAX: FBCIX (250) vs MRJAX (1000). FBCIX annual gain was more profitable for investors over the last year : 15.23 vs. MRJAX (11.29).
| FBCIX | MRJAX | FBCIX / MRJAX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 2.69 | 13% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.224 | 11.795 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.25M | 1,418,870% |
| Annual Yield % from dividends | 3.21 | 10.12 | 32% |
| Returns for 1 year | 15.23 | 11.29 | 135% |
| Returns for 3 years | 37.29 | 24.42 | 153% |
| Returns for 5 years | N/A | 42.63 | - |
| Returns for 10 years | N/A | N/A | - |
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