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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$71.18
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R3
Price$20.70
Change-$0.08 (-0.38%)
VolumeN/A
CapitalizationN/A
FBCIX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 108B vs. GAOTX (2.9B). FBCIX pays higher dividends than GAOTX: FBCIX (3.49) vs GAOTX (0.42). FBCIX was incepted earlier than GAOTX: FBCIX (4 years) vs GAOTX (6 years). GAOTX is a more actively managed with annual turnover of: 136.00 vs. FBCIX (106.00). GAOTX has a lower initial minimum investment than FBCIX: GAOTX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 13.69 vs. GAOTX (12.36).
| FBCIX | GAOTX | FBCIX / GAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.232 | 10.887 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.9B | 3,723% |
| Annual Yield % from dividends | 3.49 | 0.42 | 842% |
| Returns for 1 year | 13.69 | 12.36 | 111% |
| Returns for 3 years | 17.02 | 2.96 | 575% |
| Returns for 5 years | N/A | 16.42 | - |
| Returns for 10 years | N/A | N/A | - |