Interact to see
Advertisement
Advertisement
FBCIX vs GAORX
FBCIX vs GAORX Comparison
Open Charts FBCIX vs GAORX
American Funds Capital Income Bldr 529F2
Price$78.81
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets118.94B
JPMorgan Global Allocation R5
Price$22.53
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets2.88B
FBCIX vs GAORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. GAORX (2.88B). FBCIX pays higher dividends than GAORX: FBCIX (3.13) vs GAORX (2.92). FBCIX was incepted earlier than GAORX: FBCIX (5 years) vs GAORX (7 years). GAORX (1.94) is less costly to investors than FBCIX (0.36). GAORX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). GAORX has a lower initial minimum investment than FBCIX: GAORX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 10.50 vs. GAORX (8.06).
| FBCIX | GAORX | FBCIX / GAORX | |
| Total Expense Ratio | 0.36 | 0.75 | 48% |
| Annual Report Gross Expense Ratio | 0.36 | 1.94 | 19% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 16.511 | 12.438 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.88B | 4,138% |
| Annual Yield % from dividends | 3.13 | 2.92 | 107% |
| Returns for 1 year | 10.50 | 8.06 | 130% |
| Returns for 3 years | 52.66 | 46.24 | 114% |
| Returns for 5 years | N/A | 27.31 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement