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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$77.15
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
Catalyst/MAP Global Balanced A
Price$12.85
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets14.69M
FBCIX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B 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 (2.48) 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 annual gain was more profitable for investors over the last year : 16.00 vs. FBCIX (13.39). FBCIX return over 5 years is better than : 45.67 vs. TRXAX (23.08).
| 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 | 14.144 | 16.572 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 14.7M | 823,129% |
| Annual Yield % from dividends | 3.04 | 4.15 | 73% |
| Returns for 1 year | 13.39 | 16.00 | 84% |
| Returns for 3 years | 34.11 | 24.42 | 140% |
| Returns for 5 years | 45.67 | 23.08 | 198% |
| Returns for 10 years | N/A | 40.17 | - |
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