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FBCIX vs RAZAX
FBCIX vs RAZAX Comparison
Open Charts FBCIX vs RAZAX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Russell Inv Multi-Asset Strat A
Price$11.93
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets583.88M
FBCIX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. RAZAX (584M). RAZAX (3.16) and FBCIX (3.12) have matching dividends . FBCIX was incepted earlier than RAZAX: FBCIX (5 years) vs RAZAX (8 years). RAZAX (1.32) is less costly to investors than FBCIX (0.36). RAZAX is a more actively managed with annual turnover of: 97.00 vs. FBCIX (56.00). RAZAX has a lower initial minimum investment than FBCIX: RAZAX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 15.27 vs. RAZAX (14.51). FBCIX return over 5 years is better than : 57.50 vs. RAZAX (30.16).
| FBCIX | RAZAX | FBCIX / RAZAX | |
| Total Expense Ratio | 0.36 | 1.14 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.32 | 27% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 19.485 | 16.369 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 584M | 20,890% |
| Annual Yield % from dividends | 3.12 | 3.16 | 99% |
| Returns for 1 year | 15.27 | 14.51 | 105% |
| Returns for 3 years | 42.69 | 43.83 | 97% |
| Returns for 5 years | 57.50 | 30.16 | 191% |
| Returns for 10 years | N/A | N/A | - |
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