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FBCIX vs GAOSX
FBCIX vs GAOSX Comparison
Open Charts FBCIX vs GAOSX
American Funds Capital Income Bldr 529F2
Price$70.73
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
JPMorgan Global Allocation I
Price$19.88
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets2.66B
FBCIX vs GAOSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 106B vs. GAOSX (2.66B). FBCIX pays higher dividends than GAOSX: FBCIX (3.37) vs GAOSX (2.61). FBCIX was incepted earlier than GAOSX: FBCIX (4 years) vs GAOSX (14 years). GAOSX (0.95) is less costly to investors than FBCIX (0.36). 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 : 9.15 vs. GAOSX (4.16).
| FBCIX | GAOSX | FBCIX / GAOSX | |
| Total Expense Ratio | 0.36 | 0.78 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 0.95 | 38% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 2.624 | -1.907 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.66B | 3,991% |
| Annual Yield % from dividends | 3.37 | 2.61 | 129% |
| Returns for 1 year | 9.15 | 4.16 | 220% |
| Returns for 3 years | 16.48 | 9.26 | 178% |
| Returns for 5 years | N/A | 27.84 | - |
| Returns for 10 years | N/A | 40.01 | - |