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FBCIX vs GAOZX
FBCIX vs GAOZX Comparison
Open Charts FBCIX vs GAOZX
American Funds Capital Income Bldr 529F2
Price$70.49
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
JPMorgan Global Allocation R6
Price$20.84
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.86B
FBCIX vs GAOZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 108B vs. GAOZX (2.86B). 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 : 12.49 vs. FBCIX (10.97).
| 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 | 2.219 | 2.761 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.86B | 3,778% |
| Annual Yield % from dividends | 3.49 | 0.53 | 655% |
| Returns for 1 year | 10.97 | 12.49 | 88% |
| Returns for 3 years | 13.56 | 6.66 | 204% |
| Returns for 5 years | N/A | 17.65 | - |
| Returns for 10 years | N/A | N/A | - |