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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$70.06
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
JPMorgan Global Allocation R3
Price$19.53
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets2.64B
FBCIX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 106B vs. GAOTX (2.64B). FBCIX pays higher dividends than GAOTX: FBCIX (3.37) vs GAOTX (2.29). FBCIX was incepted earlier than GAOTX: FBCIX (4 years) vs GAOTX (7 years). GAOTX (1.20) is less costly to investors than FBCIX (0.36). 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 : 10.75 vs. GAOTX (3.96).
| FBCIX | GAOTX | FBCIX / GAOTX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.20 | 30% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 2.302 | -2.761 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.64B | 4,017% |
| Annual Yield % from dividends | 3.37 | 2.29 | 147% |
| Returns for 1 year | 10.75 | 3.96 | 271% |
| Returns for 3 years | 14.67 | 5.31 | 276% |
| Returns for 5 years | N/A | 23.51 | - |
| Returns for 10 years | N/A | N/A | - |
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