Interact to see
Advertisement
Advertisement
FBCIX vs GAOCX
FBCIX vs GAOCX Comparison
Open Charts FBCIX vs GAOCX
American Funds Capital Income Bldr 529F2
Price$78.36
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
JPMorgan Global Allocation C
Price$21.25
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. GAOCX (2.88B). FBCIX pays higher dividends than GAOCX: FBCIX (3.13) vs GAOCX (2.39). FBCIX was incepted earlier than GAOCX: FBCIX (5 years) vs GAOCX (14 years). GAOCX (1.68) is less costly to investors than FBCIX (0.36). GAOCX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOCX: FBCIX (250) vs GAOCX (1000). FBCIX annual gain was more profitable for investors over the last year : 11.21 vs. GAOCX (8.17).
| FBCIX | GAOCX | FBCIX / GAOCX | |
| Total Expense Ratio | 0.36 | 1.53 | 24% |
| Annual Report Gross Expense Ratio | 0.36 | 1.68 | 21% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 15.194 | 10.184 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.88B | 4,094% |
| Annual Yield % from dividends | 3.13 | 2.39 | 131% |
| Returns for 1 year | 11.21 | 8.17 | 137% |
| Returns for 3 years | 39.07 | 31.38 | 125% |
| Returns for 5 years | N/A | 17.18 | - |
| Returns for 10 years | N/A | 57.57 | - |