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FBCIX vs PGDRX
FBCIX vs PGDRX Comparison
Open Charts FBCIX vs PGDRX
American Funds Capital Income Bldr 529F2
Price$77.49
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.95B
Principal Diversified Real Asset R3
Price$11.82
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.43B
FBCIX vs PGDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. PGDRX (2.43B). FBCIX pays higher dividends than PGDRX: FBCIX (3.21) vs PGDRX (1.29). FBCIX was incepted earlier than PGDRX: FBCIX (5 years) vs PGDRX (9 years). PGDRX (1.37) is less costly to investors than FBCIX (0.36). PGDRX is a more actively managed with annual turnover of: 84.00 vs. FBCIX (56.00). PGDRX has a lower initial minimum investment than FBCIX: PGDRX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 14.77 vs. PGDRX (8.08).
| FBCIX | PGDRX | FBCIX / PGDRX | |
| Total Expense Ratio | 0.36 | 1.37 | 26% |
| Annual Report Gross Expense Ratio | 0.36 | 1.37 | 26% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.916 | 7.764 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.43B | 4,817% |
| Annual Yield % from dividends | 3.21 | 1.29 | 249% |
| Returns for 1 year | 14.77 | 8.08 | 183% |
| Returns for 3 years | 34.57 | -0.33 | -10,362% |
| Returns for 5 years | N/A | 23.43 | - |
| Returns for 10 years | N/A | N/A | - |
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