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FBCIX vs UPAAX
FBCIX vs UPAAX Comparison
Open Charts FBCIX vs UPAAX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Upright Assets Allocation Plus
Price$15.28
Change+$0.26 (+1.73%)
VolumeN/A
Net Assets2.71M
FBCIX vs UPAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. UPAAX (2.71M). 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). FBCIX annual gain was more profitable for investors over the last year : 16.00 vs. UPAAX (10.32).
| 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 | 13.210 | 9.143 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.71M | 4,286,770% |
| Annual Yield % from dividends | 3.21 | 0.00 | - |
| Returns for 1 year | 16.00 | 10.32 | 155% |
| Returns for 3 years | 36.37 | 52.34 | 69% |
| Returns for 5 years | N/A | 92.28 | - |
| Returns for 10 years | N/A | N/A | - |
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