FBCIX
Price
$77.01
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
UPAAX
Price
$15.28
Change
+$0.26 (+1.73%)
Updated
Jul 3 closing price
Net Assets
2.71M
Interact to see
Advertisement

FBCIX vs UPAAX

Header iconFBCIX vs UPAAX Comparison
Open Charts FBCIX vs UPAAXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
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).
FBCIXUPAAXFBCIX / UPAAX
Total Expense Ratio0.363.2811%
Annual Report Gross Expense Ratio0.363.2811%
Fund Existence5 years8 years-
Gain YTD13.2109.143144%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.71M4,286,770%
Annual Yield % from dividends3.210.00-
Returns for 1 year16.0010.32155%
Returns for 3 years36.3752.3469%
Returns for 5 yearsN/A92.28-
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ALYAF1.850.02
+0.93%
Alithya Group Inc.
FMANF0.10N/A
+0.65%
Freeman Gold Corp.
IHGP0.02N/A
N/A
Interact Holdings Group, Inc.
HRUFF7.83N/A
N/A
H & R Real Estate Investment Trust
CCOEY15.46-0.62
-3.86%
Capcom Co. Ltd