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FBCIX vs GAOSX
FBCIX vs GAOSX Comparison
Open Charts FBCIX vs GAOSX
American Funds Capital Income Bldr 529F2
Price$73.96
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.46B
JPMorgan Global Allocation I
Price$20.79
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.77B
FBCIX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 111B vs. GAOSX (2.77B). FBCIX pays higher dividends than GAOSX: FBCIX (3.36) vs GAOSX (2.60). 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 : 11.02 vs. GAOSX (6.47).
| 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 | 7.764 | 3.355 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 2.77B | 4,013% |
| Annual Yield % from dividends | 3.36 | 2.60 | 129% |
| Returns for 1 year | 11.02 | 6.47 | 170% |
| Returns for 3 years | 25.37 | 20.19 | 126% |
| Returns for 5 years | N/A | 30.79 | - |
| Returns for 10 years | N/A | 48.47 | - |
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