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FBCIX vs RMATX
FBCIX vs RMATX Comparison
Open Charts FBCIX vs RMATX
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Russell Inv Multi-Asset Strat M
Price$12.06
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets589.61M
FBCIX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. RMATX (590M). FBCIX pays higher dividends than RMATX: FBCIX (3.10) vs RMATX (2.83). FBCIX was incepted earlier than RMATX: FBCIX (5 years) vs RMATX (9 years). RMATX (1.07) is less costly to investors than FBCIX (0.36). RMATX is a more actively managed with annual turnover of: 97.00 vs. FBCIX (56.00). RMATX has a lower initial minimum investment than FBCIX: RMATX (0) vs FBCIX (250). RMATX (18.64) and FBCIX (18.28) have marching annual gain over last year. FBCIX return over 5 years is better than : 44.33 vs. RMATX (25.58).
| FBCIX | RMATX | FBCIX / RMATX | |
| Total Expense Ratio | 0.36 | 0.79 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 1.07 | 34% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 1.586 | 1.601 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 590M | 20,508% |
| Annual Yield % from dividends | 3.10 | 2.83 | 110% |
| Returns for 1 year | 18.28 | 18.64 | 98% |
| Returns for 3 years | 33.30 | 41.02 | 81% |
| Returns for 5 years | 44.33 | 25.58 | 173% |
| Returns for 10 years | N/A | N/A | - |
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