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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$71.08
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
JPMorgan Global Allocation R6
Price$19.94
Change-$0.43 (-2.11%)
VolumeN/A
Net Assets2.75B
FBCIX vs GAOZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. GAOZX (2.75B). FBCIX pays higher dividends than GAOZX: FBCIX (3.37) vs GAOZX (2.72). FBCIX was incepted earlier than GAOZX: FBCIX (4 years) vs GAOZX (7 years). GAOZX (0.70) is less costly to investors than FBCIX (0.36). 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 : 8.62 vs. GAOZX (2.74).
| FBCIX | GAOZX | FBCIX / GAOZX | |
| Total Expense Ratio | 0.36 | 0.65 | 55% |
| Annual Report Gross Expense Ratio | 0.36 | 0.70 | 51% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 3.792 | -1.079 | -352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.75B | 3,999% |
| Annual Yield % from dividends | 3.37 | 2.72 | 124% |
| Returns for 1 year | 8.62 | 2.74 | 314% |
| Returns for 3 years | 14.87 | 4.79 | 311% |
| Returns for 5 years | N/A | 38.83 | - |
| Returns for 10 years | N/A | N/A | - |
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