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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$78.59
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
JPMorgan Global Allocation R3
Price$21.98
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets2.89B
FBCIX vs GAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. GAOTX (2.89B). FBCIX pays higher dividends than GAOTX: FBCIX (3.13) vs GAOTX (2.61). FBCIX was incepted earlier than GAOTX: FBCIX (5 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than FBCIX (0.36). GAOTX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). 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 : 11.58 vs. GAOTX (9.77).
| FBCIX | GAOTX | FBCIX / GAOTX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.21 | 30% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.930 | 10.564 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.89B | 4,086% |
| Annual Yield % from dividends | 3.13 | 2.61 | 120% |
| Returns for 1 year | 11.58 | 9.77 | 119% |
| Returns for 3 years | 40.79 | 35.38 | 115% |
| Returns for 5 years | N/A | 21.51 | - |
| Returns for 10 years | N/A | N/A | - |
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