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FBCIX vs GAOAX
FBCIX vs GAOAX Comparison
Open Charts FBCIX vs GAOAX
American Funds Capital Income Bldr 529F2
Price$75.30
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
JPMorgan Global Allocation A
Price$20.92
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets2.8B
FBCIX vs GAOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. GAOAX (2.8B). FBCIX pays higher dividends than GAOAX: FBCIX (3.26) vs GAOAX (2.34). 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 : 13.38 vs. GAOAX (7.10).
| 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 | 9.910 | 5.081 | 195% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.8B | 4,039% |
| Annual Yield % from dividends | 3.26 | 2.34 | 139% |
| Returns for 1 year | 13.38 | 7.10 | 189% |
| Returns for 3 years | 25.52 | 19.52 | 131% |
| Returns for 5 years | N/A | 22.28 | - |
| Returns for 10 years | N/A | 50.33 | - |
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