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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$80.55
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets121.99B
Catalyst/MAP Global Balanced A
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets14.69M
FBCIX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. TRXAX (14.7M). TRXAX pays higher dividends than FBCIX: TRXAX (4.15) vs FBCIX (3.04). 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). FBCIX (13.90) and TRXAX (13.40) have marching annual gain over last year. FBCIX return over 5 years is better than : 52.84 vs. TRXAX (22.61).
| 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 | 19.263 | 16.028 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 14.7M | 829,932% |
| Annual Yield % from dividends | 3.04 | 4.15 | 73% |
| Returns for 1 year | 13.90 | 13.40 | 104% |
| Returns for 3 years | 37.64 | 21.48 | 175% |
| Returns for 5 years | 52.84 | 22.61 | 234% |
| Returns for 10 years | N/A | 38.04 | - |
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