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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$77.34
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
JPMorgan Global Allocation A
Price$21.48
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets2.85B
FBCIX vs GAOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. GAOAX (2.85B). FBCIX pays higher dividends than GAOAX: FBCIX (3.21) vs GAOAX (2.81). 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 : 15.98 vs. GAOAX (12.30).
| 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 | 13.695 | 8.228 | 166% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.85B | 4,072% |
| Annual Yield % from dividends | 3.21 | 2.81 | 114% |
| Returns for 1 year | 15.98 | 12.30 | 130% |
| Returns for 3 years | 34.31 | 26.26 | 131% |
| Returns for 5 years | N/A | 20.73 | - |
| Returns for 10 years | N/A | 52.88 | - |
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