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FBCIX vs PDARX
FBCIX vs PDARX Comparison
Open Charts FBCIX vs PDARX
American Funds Capital Income Bldr 529F2
Price$78.59
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
Principal Diversified Real Asset R6
Price$12.03
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets2.43B
FBCIX vs PDARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. PDARX (2.43B). FBCIX pays higher dividends than PDARX: FBCIX (3.13) vs PDARX (2.12). 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 : 12.17 vs. PDARX (6.76).
| 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 | 15.533 | 9.367 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.43B | 4,854% |
| Annual Yield % from dividends | 3.13 | 2.12 | 148% |
| Returns for 1 year | 12.17 | 6.76 | 180% |
| Returns for 3 years | 41.53 | 6.28 | 662% |
| Returns for 5 years | N/A | 27.96 | - |
| Returns for 10 years | N/A | 43.66 | - |
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