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FBCIX vs GAOFX
FBCIX vs GAOFX Comparison
Open Charts FBCIX vs GAOFX
American Funds Capital Income Bldr 529F2
Price$71.46
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
JPMorgan Global Allocation R4
Price$19.96
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets2.67B
FBCIX vs GAOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. GAOFX (2.67B). FBCIX pays higher dividends than GAOFX: FBCIX (3.37) vs GAOFX (2.53). FBCIX was incepted earlier than GAOFX: FBCIX (4 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than FBCIX (0.36). GAOFX has a lower initial minimum investment than FBCIX: GAOFX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 10.95 vs. GAOFX (4.79).
| FBCIX | GAOFX | FBCIX / GAOFX | |
| Total Expense Ratio | 0.36 | 0.90 | 40% |
| Annual Report Gross Expense Ratio | 0.36 | 0.95 | 38% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 4.347 | -1.353 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.67B | 4,006% |
| Annual Yield % from dividends | 3.37 | 2.53 | 133% |
| Returns for 1 year | 10.95 | 4.79 | 229% |
| Returns for 3 years | 18.74 | 9.72 | 193% |
| Returns for 5 years | N/A | 27.79 | - |
| Returns for 10 years | N/A | N/A | - |