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FBCIX vs PDRDX
FBCIX vs PDRDX Comparison
Open Charts FBCIX vs PDRDX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Principal Diversified Real Asset Instl
Price$12.20
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.52B
FBCIX vs PDRDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. PDRDX (2.52B). PDRDX (3.28) and FBCIX (3.12) have matching dividends . 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: 84.00 vs. FBCIX (56.00). PDRDX has a lower initial minimum investment than FBCIX: PDRDX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. PDRDX (7.20).
| 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 | 17.295 | 12.673 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.52B | 4,769% |
| Annual Yield % from dividends | 3.12 | 3.28 | 95% |
| Returns for 1 year | 11.02 | 7.20 | 153% |
| Returns for 3 years | 50.26 | 18.47 | 272% |
| Returns for 5 years | N/A | 30.76 | - |
| Returns for 10 years | N/A | 46.88 | - |
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