Interact to see
Advertisement
Advertisement
FBCIX vs UPAAX
FBCIX vs UPAAX Comparison
Open Charts FBCIX vs UPAAX
American Funds Capital Income Bldr 529F2
Price$78.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Upright Assets Allocation Plus
Price$15.23
Change-$0.13 (-0.85%)
VolumeN/A
Net Assets2.68M
FBCIX vs UPAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. UPAAX (2.68M). FBCIX pays higher dividends than UPAAX: FBCIX (3.21) vs UPAAX (0.00). FBCIX was incepted earlier than UPAAX: FBCIX (5 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. UPAAX (0.00). FBCIX has a lower initial minimum investment than UPAAX: FBCIX (250) vs UPAAX (2000). UPAAX annual gain was more profitable for investors over the last year : 20.11 vs. FBCIX (12.81).
| FBCIX | UPAAX | FBCIX / UPAAX | |
| Total Expense Ratio | 0.36 | 3.28 | 11% |
| Annual Report Gross Expense Ratio | 0.36 | 3.28 | 11% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 14.724 | 8.786 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.68M | 4,396,423% |
| Annual Yield % from dividends | 3.21 | 0.00 | - |
| Returns for 1 year | 12.81 | 20.11 | 64% |
| Returns for 3 years | 32.71 | 25.83 | 127% |
| Returns for 5 years | N/A | 87.44 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement