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FBCIX vs MRLOX
FBCIX vs MRLOX Comparison
Open Charts FBCIX vs MRLOX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
BlackRock Global Allocation R
Price$19.07
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets16.96B
FBCIX vs MRLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. MRLOX (17B). FBCIX pays higher dividends than MRLOX: FBCIX (3.21) vs MRLOX (0.87). FBCIX was incepted earlier than MRLOX: FBCIX (5 years) vs MRLOX (23 years). MRLOX (1.49) is less costly to investors than FBCIX (0.36). MRLOX is a more actively managed with annual turnover of: 173.00 vs. FBCIX (56.00). MRLOX has a lower initial minimum investment than FBCIX: MRLOX (100) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 16.00 vs. MRLOX (5.52).
| FBCIX | MRLOX | FBCIX / MRLOX | |
| Total Expense Ratio | 0.36 | 1.46 | 25% |
| Annual Report Gross Expense Ratio | 0.36 | 1.49 | 24% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.210 | 11.001 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 17B | 682% |
| Annual Yield % from dividends | 3.21 | 0.87 | 370% |
| Returns for 1 year | 16.00 | 5.52 | 290% |
| Returns for 3 years | 36.37 | 18.59 | 196% |
| Returns for 5 years | N/A | 4.39 | - |
| Returns for 10 years | N/A | 2.88 | - |