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FBCIX vs MRJSX
FBCIX vs MRJSX Comparison
Open Charts FBCIX vs MRJSX
American Funds Capital Income Bldr 529F2
Price$76.65
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.65M
FBCIX vs MRJSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. MRJSX (8.66M). MRJSX pays higher dividends than FBCIX: MRJSX (10.53) vs FBCIX (3.21). FBCIX was incepted earlier than MRJSX: FBCIX (5 years) vs MRJSX (7 years). MRJSX (18.01) is less costly to investors than FBCIX (0.36). MRJSX is a more actively managed with annual turnover of: 310.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than MRJSX: FBCIX (250) vs MRJSX (5000000). FBCIX annual gain was more profitable for investors over the last year : 12.58 vs. MRJSX (9.54).
| FBCIX | MRJSX | FBCIX / MRJSX | |
| Total Expense Ratio | 0.36 | 0.75 | 48% |
| Annual Report Gross Expense Ratio | 0.36 | 18.01 | 2% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 12.681 | 12.025 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 8.66M | 1,328,712% |
| Annual Yield % from dividends | 3.21 | 10.53 | 30% |
| Returns for 1 year | 12.58 | 9.54 | 132% |
| Returns for 3 years | 37.68 | 26.99 | 140% |
| Returns for 5 years | N/A | 44.59 | - |
| Returns for 10 years | N/A | N/A | - |