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FBCIX vs RAZAX
FBCIX vs RAZAX Comparison
Open Charts FBCIX vs RAZAX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Russell Inv Multi-Asset Strat A
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets576.72M
FBCIX vs RAZAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. RAZAX (577M). RAZAX (3.16) and FBCIX (3.12) 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 : 13.32 vs. RAZAX (12.54). FBCIX return over 5 years is better than : 53.07 vs. RAZAX (25.83).
| 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 | 16.926 | 14.047 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 577M | 20,624% |
| Annual Yield % from dividends | 3.12 | 3.16 | 99% |
| Returns for 1 year | 13.32 | 12.54 | 106% |
| Returns for 3 years | 39.28 | 41.58 | 94% |
| Returns for 5 years | 53.07 | 25.83 | 205% |
| Returns for 10 years | N/A | N/A | - |
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