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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$72.49
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
JPMorgan Global Allocation R3
Price$20.79
Change-$0.18 (-0.86%)
VolumeN/A
Net Assets2.85B
FBCIX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. GAOTX (2.85B). 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 : 12.40 vs. GAOTX (8.77).
| 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 | 5.119 | 3.381 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.85B | 3,858% |
| Annual Yield % from dividends | 3.49 | 0.42 | 842% |
| Returns for 1 year | 12.40 | 8.77 | 141% |
| Returns for 3 years | 17.58 | 8.06 | 218% |
| Returns for 5 years | N/A | 14.96 | - |
| Returns for 10 years | N/A | N/A | - |
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