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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$68.72
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R6
Price$20.45
Change+$0.13 (+0.64%)
VolumeN/A
CapitalizationN/A
FBCIX vs GAOZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 105B vs. GAOZX (2.83B). FBCIX pays higher dividends than GAOZX: FBCIX (3.49) vs GAOZX (0.53). FBCIX was incepted earlier than GAOZX: FBCIX (4 years) vs GAOZX (7 years). GAOZX is a more actively managed with annual turnover of: 136.00 vs. FBCIX (106.00). FBCIX has a lower initial minimum investment than GAOZX: FBCIX (250) vs GAOZX (15000000). GAOZX annual gain was more profitable for investors over the last year : 9.91 vs. FBCIX (8.53).
| FBCIX | GAOZX | FBCIX / GAOZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 7.500 | 9.106 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 2.83B | 3,714% |
| Annual Yield % from dividends | 3.49 | 0.53 | 655% |
| Returns for 1 year | 8.53 | 9.91 | 86% |
| Returns for 3 years | 11.61 | 1.68 | 690% |
| Returns for 5 years | N/A | 16.67 | - |
| Returns for 10 years | N/A | N/A | - |