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FBCIX vs GAOCX
FBCIX vs GAOCX Comparison
Open Charts FBCIX vs GAOCX
American Funds Capital Income Bldr 529F2
Price$77.49
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.75B
JPMorgan Global Allocation C
Price$21.01
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FBCIX vs GAOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. GAOCX (2.86B). FBCIX pays higher dividends than GAOCX: FBCIX (3.21) vs GAOCX (2.45). 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 : 14.77 vs. GAOCX (11.22).
| 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 | 13.916 | 8.732 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.86B | 4,095% |
| Annual Yield % from dividends | 3.21 | 2.45 | 131% |
| Returns for 1 year | 14.77 | 11.22 | 132% |
| Returns for 3 years | 34.57 | 25.58 | 135% |
| Returns for 5 years | N/A | 18.57 | - |
| Returns for 10 years | N/A | 46.67 | - |
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