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FBCIX vs RIRFX
FBCIX vs RIRFX Comparison
Open Charts FBCIX vs RIRFX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FBCIX vs RIRFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX (116B) and RIRFX (116B) have equal amount of cash in the bank . RIRFX (3.25) and FBCIX (3.21) have matching dividends . FBCIX was incepted earlier than RIRFX: FBCIX (5 years) vs RIRFX (23 years). FBCIX (0.36) is less costly to investors than RIRFX (0.31). FBCIX (56.00) and RIRFX (56.00) have comparable annual turnover. FBCIX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX (16.08) and FBCIX (16.00) have marching annual gain over last year.
| FBCIX | RIRFX | FBCIX / RIRFX | |
| Total Expense Ratio | 0.36 | 0.31 | 116% |
| Annual Report Gross Expense Ratio | 0.36 | 0.31 | 116% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.210 | 13.234 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 116B | 100% |
| Annual Yield % from dividends | 3.21 | 3.25 | 99% |
| Returns for 1 year | 16.00 | 16.08 | 100% |
| Returns for 3 years | 36.37 | 36.57 | 99% |
| Returns for 5 years | N/A | 58.51 | - |
| Returns for 10 years | N/A | 69.04 | - |