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FBCIX vs GAOTX
FBCIX vs GAOTX Comparison
Open Charts FBCIX vs GAOTX
American Funds Capital Income Bldr 529F2
Price$72.52
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
JPMorgan Global Allocation R3
Price$20.29
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.74B
FBCIX vs GAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. GAOTX (2.74B). FBCIX pays higher dividends than GAOTX: FBCIX (3.36) vs GAOTX (2.28). 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 : 10.88 vs. GAOTX (5.74).
| 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 | 5.895 | 1.587 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.74B | 4,015% |
| Annual Yield % from dividends | 3.36 | 2.28 | 148% |
| Returns for 1 year | 10.88 | 5.74 | 190% |
| Returns for 3 years | 25.57 | 18.43 | 139% |
| Returns for 5 years | N/A | 27.25 | - |
| Returns for 10 years | N/A | N/A | - |
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