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FBCIX vs PDRDX
FBCIX vs PDRDX Comparison
Open Charts FBCIX vs PDRDX
American Funds Capital Income Bldr 529F2
Price$68.78
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
Principal Diversified Real Asset Instl
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets2.27B
FBCIX vs PDRDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 100B vs. PDRDX (2.27B). FBCIX pays higher dividends than PDRDX: FBCIX (3.37) vs PDRDX (2.15). FBCIX was incepted earlier than PDRDX: FBCIX (4 years) vs PDRDX (15 years). PDRDX (0.90) is less costly to investors than FBCIX (0.36). 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 : 1.52 vs. PDRDX (-3.45).
| FBCIX | PDRDX | FBCIX / PDRDX | |
| Total Expense Ratio | 0.36 | 0.85 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 0.90 | 40% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -3.290 | -4.605 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 2.27B | 4,399% |
| Annual Yield % from dividends | 3.37 | 2.15 | 157% |
| Returns for 1 year | 1.52 | -3.45 | -44% |
| Returns for 3 years | 7.30 | -16.86 | -43% |
| Returns for 5 years | N/A | 25.42 | - |
| Returns for 10 years | N/A | 13.85 | - |
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