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FBCIX vs PDARX
FBCIX vs PDARX Comparison
Open Charts FBCIX vs PDARX
American Funds Capital Income Bldr 529F2
Price$78.04
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets117.92B
Principal Diversified Real Asset R6
Price$11.91
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets2.44B
FBCIX vs PDARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. PDARX (2.44B). FBCIX pays higher dividends than PDARX: FBCIX (3.21) vs PDARX (2.18). FBCIX was incepted earlier than PDARX: FBCIX (5 years) vs PDARX (11 years). PDARX (0.80) is less costly to investors than FBCIX (0.36). PDARX is a more actively managed with annual turnover of: 84.00 vs. FBCIX (56.00). PDARX has a lower initial minimum investment than FBCIX: PDARX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 13.72 vs. PDARX (8.20).
| FBCIX | PDARX | FBCIX / PDARX | |
| Total Expense Ratio | 0.36 | 0.80 | 45% |
| Annual Report Gross Expense Ratio | 0.36 | 0.80 | 45% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 14.724 | 8.821 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.44B | 4,830% |
| Annual Yield % from dividends | 3.21 | 2.18 | 147% |
| Returns for 1 year | 13.72 | 8.20 | 167% |
| Returns for 3 years | 32.85 | 0.68 | 4,835% |
| Returns for 5 years | N/A | 27.67 | - |
| Returns for 10 years | N/A | 37.38 | - |
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