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FBCIX vs PDARX
FBCIX vs PDARX Comparison
Open Charts FBCIX vs PDARX
American Funds Capital Income Bldr 529F2
Price$79.44
Change+$0.30 (+0.38%)
VolumeN/A
Net Assets118.93B
Principal Diversified Real Asset R6
Price$12.16
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets2.38B
FBCIX vs PDARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. PDARX (2.38B). PDARX pays higher dividends than FBCIX: PDARX (3.34) 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 : 13.05 vs. PDARX (7.19). FBCIX return over 5 years is better than : 51.64 vs. PDARX (23.15).
| 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 | 17.532 | 11.890 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.38B | 4,994% |
| Annual Yield % from dividends | 3.12 | 3.34 | 94% |
| Returns for 1 year | 13.05 | 7.19 | 181% |
| Returns for 3 years | 37.63 | 8.69 | 433% |
| Returns for 5 years | 51.64 | 23.15 | 223% |
| Returns for 10 years | N/A | 50.91 | - |
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