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FBCIX vs PDRDX
FBCIX vs PDRDX Comparison
Open Charts FBCIX vs PDRDX
American Funds Capital Income Bldr 529F2
Price$78.59
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
Principal Diversified Real Asset Instl
Price$12.09
Change+$0.05 (+0.42%)
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 (3.13) vs PDRDX (2.07). 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 : 12.17 vs. PDRDX (7.15).
| 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 | 15.533 | 9.787 | 159% |
| 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 | 2.07 | 151% |
| Returns for 1 year | 12.17 | 7.15 | 170% |
| Returns for 3 years | 41.53 | 6.63 | 626% |
| Returns for 5 years | N/A | 28.33 | - |
| Returns for 10 years | N/A | 43.63 | - |
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