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FBCIX vs PGDRX
FBCIX vs PGDRX Comparison
Open Charts FBCIX vs PGDRX
American Funds Capital Income Bldr 529F2
Price$77.20
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
Principal Diversified Real Asset R3
Price$12.41
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets2.44B
FBCIX vs PGDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. PGDRX (2.44B). FBCIX pays higher dividends than PGDRX: FBCIX (3.04) vs PGDRX (2.75). FBCIX was incepted earlier than PGDRX: FBCIX (5 years) vs PGDRX (10 years). PGDRX (1.37) is less costly to investors than FBCIX (0.36). PGDRX is a more actively managed with annual turnover of: 85.90 vs. FBCIX (56.00). PGDRX has a lower initial minimum investment than FBCIX: PGDRX (0) vs FBCIX (250). PGDRX annual gain was more profitable for investors over the last year : 14.76 vs. FBCIX (13.28). FBCIX return over 5 years is better than : 45.76 vs. PGDRX (21.26).
| FBCIX | PGDRX | FBCIX / PGDRX | |
| Total Expense Ratio | 0.36 | 1.37 | 26% |
| Annual Report Gross Expense Ratio | 0.36 | 1.37 | 26% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 14.218 | 14.936 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.44B | 4,963% |
| Annual Yield % from dividends | 3.04 | 2.75 | 111% |
| Returns for 1 year | 13.28 | 14.76 | 90% |
| Returns for 3 years | 34.07 | 19.33 | 176% |
| Returns for 5 years | 45.76 | 21.26 | 215% |
| Returns for 10 years | N/A | N/A | - |
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