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FBCIX vs GAORX
FBCIX vs GAORX Comparison
Open Charts FBCIX vs GAORX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
JPMorgan Global Allocation R5
Price$22.16
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.83B
FBCIX vs GAORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. GAORX (2.83B). FBCIX pays higher dividends than GAORX: FBCIX (3.12) vs GAORX (2.37). 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 : 13.32 vs. GAORX (9.88). FBCIX return over 5 years is better than : 53.07 vs. GAORX (17.45).
| 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 | 16.926 | 11.700 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.83B | 4,206% |
| Annual Yield % from dividends | 3.12 | 2.37 | 132% |
| Returns for 1 year | 13.32 | 9.88 | 135% |
| Returns for 3 years | 39.28 | 35.53 | 111% |
| Returns for 5 years | 53.07 | 17.45 | 304% |
| Returns for 10 years | N/A | N/A | - |
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