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FBCIX vs PDARX
FBCIX vs PDARX Comparison
Open Charts FBCIX vs PDARX
American Funds Capital Income Bldr 529F2
Price$79.65
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets120.05B
Principal Diversified Real Asset R6
Price$12.16
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets2.47B
FBCIX vs PDARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. PDARX (2.47B). PDARX pays higher dividends than FBCIX: PDARX (3.33) vs FBCIX (3.12). 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 : 12.66 vs. PDARX (7.37).
| 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 | 17.843 | 12.167 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.47B | 4,864% |
| Annual Yield % from dividends | 3.12 | 3.33 | 94% |
| Returns for 1 year | 12.66 | 7.37 | 172% |
| Returns for 3 years | 52.73 | 18.29 | 288% |
| Returns for 5 years | N/A | 29.84 | - |
| Returns for 10 years | N/A | 45.77 | - |
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