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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
JPMorgan Global Allocation A
Price$21.90
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.83B
FBCIX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. GAOAX (2.83B). FBCIX pays higher dividends than GAOAX: FBCIX (3.12) vs GAOAX (2.19). FBCIX was incepted earlier than GAOAX: FBCIX (5 years) vs GAOAX (14 years). GAOAX (1.18) is less costly to investors than FBCIX (0.36). GAOAX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOAX: FBCIX (250) vs GAOAX (1000). FBCIX annual gain was more profitable for investors over the last year : 13.32 vs. GAOAX (9.54). FBCIX return over 5 years is better than : 53.07 vs. GAOAX (15.77).
| FBCIX | GAOAX | FBCIX / GAOAX | |
| Total Expense Ratio | 0.36 | 1.03 | 35% |
| Annual Report Gross Expense Ratio | 0.36 | 1.18 | 31% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.926 | 11.455 | 148% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.83B | 4,206% |
| Annual Yield % from dividends | 3.12 | 2.19 | 143% |
| Returns for 1 year | 13.32 | 9.54 | 140% |
| Returns for 3 years | 39.28 | 34.44 | 114% |
| Returns for 5 years | 53.07 | 15.77 | 337% |
| Returns for 10 years | N/A | 61.84 | - |
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