Interact to see
Advertisement
Advertisement
FBCIX vs GAORX
FBCIX vs GAORX Comparison
Open Charts FBCIX vs GAORX
American Funds Capital Income Bldr 529F2
Price$73.80
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
JPMorgan Global Allocation R5
Price$20.82
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets2.79B
FBCIX vs GAORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 111B vs. GAORX (2.79B). FBCIX pays higher dividends than GAORX: FBCIX (3.36) vs GAORX (2.62). 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 : 11.02 vs. GAORX (7.09).
| 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 | 7.764 | 4.302 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 2.79B | 3,974% |
| Annual Yield % from dividends | 3.36 | 2.62 | 128% |
| Returns for 1 year | 11.02 | 7.09 | 156% |
| Returns for 3 years | 25.37 | 22.59 | 112% |
| Returns for 5 years | N/A | 32.13 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement