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FBCIX vs MRJSX
FBCIX vs MRJSX Comparison
Open Charts FBCIX vs MRJSX
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets8.69M
FBCIX vs MRJSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. MRJSX (8.69M). MRJSX pays higher dividends than FBCIX: MRJSX (10.69) vs FBCIX (3.26). 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 : 14.18 vs. MRJSX (12.49).
| 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 | 10.505 | 11.614 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.69M | 1,312,457% |
| Annual Yield % from dividends | 3.26 | 10.69 | 30% |
| Returns for 1 year | 14.18 | 12.49 | 113% |
| Returns for 3 years | 35.41 | 22.76 | 156% |
| Returns for 5 years | N/A | 44.36 | - |
| Returns for 10 years | N/A | N/A | - |
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