Interact to see
Advertisement
Advertisement
FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$79.21
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
JPMorgan Global Allocation R3
Price$21.99
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets2.84B
FBCIX vs GAOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. GAOTX (2.84B). FBCIX pays higher dividends than GAOTX: FBCIX (3.12) vs GAOTX (2.09). 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 : 13.41 vs. GAOTX (9.77). FBCIX return over 5 years is better than : 53.19 vs. GAOTX (15.21).
| 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 | 17.192 | 11.478 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.84B | 4,219% |
| Annual Yield % from dividends | 3.12 | 2.09 | 149% |
| Returns for 1 year | 13.41 | 9.77 | 137% |
| Returns for 3 years | 39.60 | 34.18 | 116% |
| Returns for 5 years | 53.19 | 15.21 | 350% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GNXIX | 17.02 | N/A | N/A |
| AlphaCentric Robotics and Automation I | |||
| LMGPX | 78.39 | N/A | N/A |
| ClearBridge International Growth IS | |||
| SLASX | 39.54 | -0.17 | -0.43% |
| Selected American Shares S | |||
| IVNQX | 50.45 | -0.61 | -1.19% |
| Invesco Nasdaq 100 Index R6 | |||
| IEGFX | 22.71 | -0.28 | -1.22% |
| Invesco International Small Company R6 | |||