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FBCIX vs PDARX
FBCIX vs PDARX Comparison
Open Charts FBCIX vs PDARX
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Principal Diversified Real Asset R6
Price$12.66
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets2.47B
FBCIX vs PDARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. PDARX (2.47B). PDARX pays higher dividends than FBCIX: PDARX (4.24) vs FBCIX (3.10). FBCIX was incepted earlier than PDARX: FBCIX (5 years) vs PDARX (11 years). PDARX (0.80) is less costly to investors than FBCIX (0.36). PDARX is a more actively managed with annual turnover of: 85.90 vs. FBCIX (56.00). PDARX has a lower initial minimum investment than FBCIX: PDARX (0) vs FBCIX (250). PDARX (18.41) and FBCIX (18.20) have marching annual gain over last year. FBCIX return over 5 years is better than : 45.83 vs. PDARX (25.06).
| FBCIX | PDARX | FBCIX / PDARX | |
| Total Expense Ratio | 0.36 | 0.80 | 45% |
| Annual Report Gross Expense Ratio | 0.36 | 0.80 | 45% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.990 | 3.516 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.47B | 4,907% |
| Annual Yield % from dividends | 3.10 | 4.24 | 73% |
| Returns for 1 year | 18.20 | 18.41 | 99% |
| Returns for 3 years | 33.83 | 22.27 | 152% |
| Returns for 5 years | 45.83 | 25.06 | 183% |
| Returns for 10 years | N/A | 75.17 | - |
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