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FBCIX vs PDRDX
FBCIX vs PDRDX Comparison
Open Charts FBCIX vs PDRDX
American Funds Capital Income Bldr 529F2
Price$77.20
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
Principal Diversified Real Asset Instl
Price$12.51
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets2.44B
FBCIX vs PDRDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. PDRDX (2.44B). PDRDX pays higher dividends than FBCIX: PDRDX (3.20) vs FBCIX (3.04). FBCIX was incepted earlier than PDRDX: FBCIX (5 years) vs PDRDX (16 years). PDRDX (0.90) is less costly to investors than FBCIX (0.36). PDRDX is a more actively managed with annual turnover of: 85.90 vs. FBCIX (56.00). PDRDX has a lower initial minimum investment than FBCIX: PDRDX (0) vs FBCIX (250). PDRDX annual gain was more profitable for investors over the last year : 15.41 vs. FBCIX (13.28). FBCIX return over 5 years is better than : 45.76 vs. PDRDX (24.70).
| FBCIX | PDRDX | FBCIX / PDRDX | |
| Total Expense Ratio | 0.36 | 0.85 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 0.90 | 40% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 14.218 | 15.536 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.44B | 4,965% |
| Annual Yield % from dividends | 3.04 | 3.20 | 95% |
| Returns for 1 year | 13.28 | 15.41 | 86% |
| Returns for 3 years | 34.07 | 21.58 | 158% |
| Returns for 5 years | 45.76 | 24.70 | 185% |
| Returns for 10 years | N/A | 58.82 | - |
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