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FBCIX vs GAOCX
FBCIX vs GAOCX Comparison
Open Charts FBCIX vs GAOCX
American Funds Capital Income Bldr 529F2
Price$79.27
Change-$0.38 (-0.48%)
VolumeN/A
Net Assets120.21B
JPMorgan Global Allocation C
Price$21.61
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets2.9B
FBCIX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. GAOCX (2.9B). FBCIX pays higher dividends than GAOCX: FBCIX (3.12) vs GAOCX (1.83). 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 : 11.73 vs. GAOCX (9.39).
| 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 | 17.281 | 12.520 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.9B | 4,138% |
| Annual Yield % from dividends | 3.12 | 1.83 | 170% |
| Returns for 1 year | 11.73 | 9.39 | 125% |
| Returns for 3 years | 52.84 | 43.65 | 121% |
| Returns for 5 years | N/A | 19.54 | - |
| Returns for 10 years | N/A | 58.01 | - |
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