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FBCIX vs GAOSX
FBCIX vs GAOSX Comparison
Open Charts FBCIX vs GAOSX
American Funds Capital Income Bldr 529F2
Price$74.89
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets113.33B
JPMorgan Global Allocation I
Price$21.20
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.79B
FBCIX vs GAOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. GAOSX (2.79B). FBCIX pays higher dividends than GAOSX: FBCIX (3.26) vs GAOSX (2.52). 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 : 13.36 vs. GAOSX (7.62).
| 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 | 10.035 | 5.937 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.79B | 4,047% |
| Annual Yield % from dividends | 3.26 | 2.52 | 129% |
| Returns for 1 year | 13.36 | 7.62 | 175% |
| Returns for 3 years | 36.40 | 29.90 | 122% |
| Returns for 5 years | N/A | 26.77 | - |
| Returns for 10 years | N/A | 53.98 | - |
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