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FBCIX vs PRDAX
FBCIX vs PRDAX Comparison
Open Charts FBCIX vs PRDAX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.77B
Principal Diversified Real Asset A
Price$12.22
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.49B
FBCIX vs PRDAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. PRDAX (2.49B). FBCIX pays higher dividends than PRDAX: FBCIX (3.12) vs PRDAX (2.91). FBCIX was incepted earlier than PRDAX: FBCIX (5 years) vs PRDAX (16 years). PRDAX (1.22) is less costly to investors than FBCIX (0.36). PRDAX is a more actively managed with annual turnover of: 84.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than PRDAX: FBCIX (250) vs PRDAX (1000). FBCIX annual gain was more profitable for investors over the last year : 10.97 vs. PRDAX (6.69).
| FBCIX | PRDAX | FBCIX / PRDAX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 1.22 | 30% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 17.192 | 12.534 | 137% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.49B | 4,823% |
| Annual Yield % from dividends | 3.12 | 2.91 | 107% |
| Returns for 1 year | 10.97 | 6.69 | 164% |
| Returns for 3 years | 51.18 | 17.80 | 287% |
| Returns for 5 years | N/A | 28.72 | - |
| Returns for 10 years | N/A | 41.85 | - |
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