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FBCIX vs PGDRX
FBCIX vs PGDRX Comparison
Open Charts FBCIX vs PGDRX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Principal Diversified Real Asset R3
Price$12.07
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.51B
FBCIX vs PGDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. PGDRX (2.51B). FBCIX pays higher dividends than PGDRX: FBCIX (3.12) vs PGDRX (2.82). FBCIX was incepted earlier than PGDRX: FBCIX (5 years) vs PGDRX (10 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 : 13.41 vs. PGDRX (8.49). FBCIX return over 5 years is better than : 53.19 vs. PGDRX (22.13).
| 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 | 10 years | - |
| Gain YTD | 17.192 | 11.880 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.51B | 4,739% |
| Annual Yield % from dividends | 3.12 | 2.82 | 111% |
| Returns for 1 year | 13.41 | 8.49 | 158% |
| Returns for 3 years | 39.60 | 8.91 | 444% |
| Returns for 5 years | 53.19 | 22.13 | 240% |
| Returns for 10 years | N/A | N/A | - |
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