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FBCIX vs MRJSX
FBCIX vs MRJSX Comparison
Open Charts FBCIX vs MRJSX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets8.72M
FBCIX vs MRJSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. MRJSX (8.72M). MRJSX pays higher dividends than FBCIX: MRJSX (10.53) vs FBCIX (3.21). FBCIX was incepted earlier than MRJSX: FBCIX (5 years) vs MRJSX (7 years). MRJSX (18.01) is less costly to investors than FBCIX (0.36). MRJSX is a more actively managed with annual turnover of: 310.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than MRJSX: FBCIX (250) vs MRJSX (5000000). FBCIX annual gain was more profitable for investors over the last year : 16.00 vs. MRJSX (11.66).
| FBCIX | MRJSX | FBCIX / MRJSX | |
| Total Expense Ratio | 0.36 | 0.75 | 48% |
| Annual Report Gross Expense Ratio | 0.36 | 18.01 | 2% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 13.210 | 11.819 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 8.72M | 1,329,665% |
| Annual Yield % from dividends | 3.21 | 10.53 | 30% |
| Returns for 1 year | 16.00 | 11.66 | 137% |
| Returns for 3 years | 36.37 | 25.56 | 142% |
| Returns for 5 years | N/A | 44.64 | - |
| Returns for 10 years | N/A | N/A | - |