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FBCIX vs RAZAX
FBCIX vs RAZAX Comparison
Open Charts FBCIX vs RAZAX
American Funds Capital Income Bldr 529F2
Price$74.89
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets113.35B
Russell Inv Multi-Asset Strat A
Price$11.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets574.02M
FBCIX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. RAZAX (574M). RAZAX (3.37) and FBCIX (3.26) have matching dividends . FBCIX was incepted earlier than RAZAX: FBCIX (5 years) vs RAZAX (8 years). RAZAX (1.32) is less costly to investors than FBCIX (0.36). RAZAX is a more actively managed with annual turnover of: 97.00 vs. FBCIX (56.00). RAZAX has a lower initial minimum investment than FBCIX: RAZAX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 13.14 vs. RAZAX (9.20).
| FBCIX | RAZAX | FBCIX / RAZAX | |
| Total Expense Ratio | 0.36 | 1.14 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.32 | 27% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.093 | 6.768 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 574M | 19,686% |
| Annual Yield % from dividends | 3.26 | 3.37 | 97% |
| Returns for 1 year | 13.14 | 9.20 | 143% |
| Returns for 3 years | 36.48 | 35.99 | 101% |
| Returns for 5 years | N/A | 24.70 | - |
| Returns for 10 years | N/A | N/A | - |
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