Interact to see
Advertisement
Advertisement
FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
JPMorgan Global Allocation R6
Price$22.50
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets2.91B
FBCIX vs GAOZX 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. GAOZX (2.91B). FBCIX pays higher dividends than GAOZX: FBCIX (3.12) vs GAOZX (2.47). FBCIX was incepted earlier than GAOZX: FBCIX (5 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than FBCIX (0.36). GAOZX is a more actively managed with annual turnover of: 94.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than GAOZX: FBCIX (250) vs GAOZX (15000000). FBCIX annual gain was more profitable for investors over the last year : 12.60 vs. GAOZX (11.34).
| FBCIX | GAOZX | FBCIX / GAOZX | |
| Total Expense Ratio | 0.36 | 0.65 | 55% |
| Annual Report Gross Expense Ratio | 0.36 | 0.68 | 53% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 17.665 | 14.104 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.91B | 4,128% |
| Annual Yield % from dividends | 3.12 | 2.47 | 126% |
| Returns for 1 year | 12.60 | 11.34 | 111% |
| Returns for 3 years | 52.50 | 47.50 | 111% |
| Returns for 5 years | N/A | 26.86 | - |
| 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