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FBCIX vs PDRDX
FBCIX vs PDRDX Comparison
Open Charts FBCIX vs PDRDX
American Funds Capital Income Bldr 529F2
Price$78.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Principal Diversified Real Asset Instl
Price$11.94
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.43B
FBCIX vs PDRDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. PDRDX (2.43B). FBCIX pays higher dividends than PDRDX: FBCIX (3.21) vs PDRDX (2.13). FBCIX was incepted earlier than PDRDX: FBCIX (5 years) vs PDRDX (15 years). PDRDX (0.90) is less costly to investors than FBCIX (0.36). PDRDX is a more actively managed with annual turnover of: 84.00 vs. FBCIX (56.00). PDRDX has a lower initial minimum investment than FBCIX: PDRDX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 12.81 vs. PDRDX (7.40).
| FBCIX | PDRDX | FBCIX / PDRDX | |
| Total Expense Ratio | 0.36 | 0.85 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 0.90 | 40% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 14.724 | 8.425 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.43B | 4,852% |
| Annual Yield % from dividends | 3.21 | 2.13 | 150% |
| Returns for 1 year | 12.81 | 7.40 | 173% |
| Returns for 3 years | 32.71 | -0.04 | -76,575% |
| Returns for 5 years | N/A | 26.97 | - |
| Returns for 10 years | N/A | 36.93 | - |
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