Interact to see
Advertisement
Advertisement
FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Catalyst/MAP Global Balanced A
Price$13.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets14.8M
FBCIX vs TRXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. TRXAX (14.8M). FBCIX pays higher dividends than TRXAX: FBCIX (3.10) vs TRXAX (2.45). FBCIX was incepted earlier than TRXAX: FBCIX (5 years) vs TRXAX (14 years). TRXAX (2.48) 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 (18.54) and FBCIX (18.20) have marching annual gain over last year. FBCIX return over 5 years is better than : 45.83 vs. TRXAX (21.64).
| FBCIX | TRXAX | FBCIX / TRXAX | |
| Total Expense Ratio | 0.36 | 1.23 | 29% |
| Annual Report Gross Expense Ratio | 0.36 | 2.48 | 15% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 1.990 | 2.588 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.8M | 817,568% |
| Annual Yield % from dividends | 3.10 | 2.45 | 126% |
| Returns for 1 year | 18.20 | 18.54 | 98% |
| Returns for 3 years | 33.83 | 23.91 | 142% |
| Returns for 5 years | 45.83 | 21.64 | 212% |
| Returns for 10 years | N/A | 49.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GII | 70.31 | 0.35 | +0.50% |
| SPDR® S&P® Global Infrastructure ETF | |||
| PFF | 31.74 | 0.09 | +0.30% |
| iShares Preferred&Income Securities ETF | |||
| NEMD | 52.63 | 0.11 | +0.20% |
| Neuberger Berman EM Debt Hard Ccy ETF | |||
| GSC | 57.73 | 0.07 | +0.13% |
| Goldman Sachs Small Cap Equity ETF | |||
| ITDH | 38.59 | -0.01 | -0.02% |
| iShares LifePath Target Date 2060 ETF | |||