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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$80.79
Change+$1.26 (+1.58%)
VolumeN/A
Net Assets120.79B
Catalyst/MAP Global Balanced A
Price$13.51
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets15.24M
FBCIX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. TRXAX (15.2M). FBCIX pays higher dividends than TRXAX: FBCIX (3.01) vs TRXAX (2.35). FBCIX was incepted earlier than TRXAX: FBCIX (5 years) vs TRXAX (15 years). TRXAX (2.48) is less costly to investors than FBCIX (0.35). TRXAX is a more actively managed with annual turnover of: 60.00 vs. FBCIX (50.00). 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 : 19.89 vs. FBCIX (15.89). FBCIX return over 5 years is better than : 50.10 vs. TRXAX (25.74).
| FBCIX | TRXAX | FBCIX / TRXAX | |
| Total Expense Ratio | 0.35 | 1.23 | 28% |
| Annual Report Gross Expense Ratio | 0.35 | 2.48 | 14% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 5.059 | 5.961 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 15.2M | 796,053% |
| Annual Yield % from dividends | 3.01 | 2.35 | 128% |
| Returns for 1 year | 15.89 | 19.89 | 80% |
| Returns for 3 years | 38.13 | 27.76 | 137% |
| Returns for 5 years | 50.10 | 25.74 | 195% |
| Returns for 10 years | N/A | 55.59 | - |
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