Interact to see
Advertisement
Advertisement
FBCIX vs PRDAX
FBCIX vs PRDAX Comparison
Open Charts FBCIX vs PRDAX
American Funds Capital Income Bldr 529F2
Price$77.34
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Principal Diversified Real Asset A
Price$11.94
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets2.42B
FBCIX vs PRDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. PRDAX (2.42B). FBCIX pays higher dividends than PRDAX: FBCIX (3.21) vs PRDAX (1.76). FBCIX was incepted earlier than PRDAX: FBCIX (5 years) vs PRDAX (15 years). PRDAX (1.22) is less costly to investors than FBCIX (0.36). PRDAX is a more actively managed with annual turnover of: 84.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than PRDAX: FBCIX (250) vs PRDAX (1000). FBCIX annual gain was more profitable for investors over the last year : 15.98 vs. PRDAX (8.85).
| FBCIX | PRDAX | FBCIX / PRDAX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 1.22 | 30% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.695 | 7.584 | 181% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.42B | 4,785% |
| Annual Yield % from dividends | 3.21 | 1.76 | 182% |
| Returns for 1 year | 15.98 | 8.85 | 181% |
| Returns for 3 years | 34.31 | 0.71 | 4,843% |
| Returns for 5 years | N/A | 24.39 | - |
| Returns for 10 years | N/A | 31.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement