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FBCIX vs PGDRX
FBCIX vs PGDRX Comparison
Open Charts FBCIX vs PGDRX
American Funds Capital Income Bldr 529F2
Price$78.73
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets118.23B
Principal Diversified Real Asset R3
Price$12.00
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets2.44B
FBCIX vs PGDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. PGDRX (2.44B). FBCIX pays higher dividends than PGDRX: FBCIX (3.13) vs PGDRX (1.25). 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 : 13.27 vs. PGDRX (7.50).
| 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 | 15.533 | 9.405 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.44B | 4,834% |
| Annual Yield % from dividends | 3.13 | 1.25 | 250% |
| Returns for 1 year | 13.27 | 7.50 | 177% |
| Returns for 3 years | 38.27 | 2.62 | 1,461% |
| Returns for 5 years | N/A | 24.74 | - |
| Returns for 10 years | N/A | N/A | - |
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