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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$79.70
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
Catalyst/MAP Global Balanced A
Price$12.81
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets14.69M
FBCIX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. TRXAX (14.7M). TRXAX pays higher dividends than FBCIX: TRXAX (4.24) vs FBCIX (3.12). FBCIX was incepted earlier than TRXAX: FBCIX (5 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FBCIX (0.36). TRXAX is a more actively managed with annual turnover of: 60.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than TRXAX: FBCIX (250) vs TRXAX (2500). TRXAX annual gain was more profitable for investors over the last year : 12.43 vs. FBCIX (11.41).
| FBCIX | TRXAX | FBCIX / TRXAX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 2.37 | 15% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 17.917 | 16.209 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 14.7M | 816,327% |
| Annual Yield % from dividends | 3.12 | 4.24 | 74% |
| Returns for 1 year | 11.41 | 12.43 | 92% |
| Returns for 3 years | 51.16 | 30.12 | 170% |
| Returns for 5 years | N/A | 29.67 | - |
| Returns for 10 years | N/A | 37.17 | - |
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