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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$69.10
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
JPMorgan Global Allocation A
Price$19.36
Change+$0.23 (+1.20%)
VolumeN/A
Net Assets2.61B
FBCIX vs GAOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 103B vs. GAOAX (2.61B). FBCIX pays higher dividends than GAOAX: FBCIX (3.37) vs GAOAX (2.43). FBCIX was incepted earlier than GAOAX: FBCIX (4 years) vs GAOAX (14 years). GAOAX (1.20) is less costly to investors than FBCIX (0.36). 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 : 6.89 vs. GAOAX (0.04).
| FBCIX | GAOAX | FBCIX / GAOAX | |
| Total Expense Ratio | 0.36 | 1.03 | 35% |
| Annual Report Gross Expense Ratio | 0.36 | 1.20 | 30% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 0.901 | -4.094 | -22% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 2.61B | 3,952% |
| Annual Yield % from dividends | 3.37 | 2.43 | 139% |
| Returns for 1 year | 6.89 | 0.04 | 16,539% |
| Returns for 3 years | 13.01 | 4.04 | 322% |
| Returns for 5 years | N/A | 24.46 | - |
| Returns for 10 years | N/A | 33.60 | - |
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