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FBCIX vs GAOSX
FBCIX vs GAOSX Comparison
Open Charts FBCIX vs GAOSX
American Funds Capital Income Bldr 529F2
Price$77.70
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
JPMorgan Global Allocation I
Price$21.87
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.87B
FBCIX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. GAOSX (2.88B). FBCIX pays higher dividends than GAOSX: FBCIX (3.21) vs GAOSX (2.96). FBCIX was incepted earlier than GAOSX: FBCIX (5 years) vs GAOSX (14 years). GAOSX (0.93) is less costly to investors than FBCIX (0.36). GAOSX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOSX: FBCIX (250) vs GAOSX (1000000). FBCIX annual gain was more profitable for investors over the last year : 15.23 vs. GAOSX (12.15).
| FBCIX | GAOSX | FBCIX / GAOSX | |
| Total Expense Ratio | 0.36 | 0.78 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 0.93 | 39% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 14.224 | 9.676 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.88B | 4,070% |
| Annual Yield % from dividends | 3.21 | 2.96 | 108% |
| Returns for 1 year | 15.23 | 12.15 | 125% |
| Returns for 3 years | 37.29 | 32.39 | 115% |
| Returns for 5 years | N/A | 26.53 | - |
| Returns for 10 years | N/A | 59.25 | - |
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