Interact to see
Advertisement
Advertisement
FBCIX vs RAZAX
FBCIX vs RAZAX Comparison
Open Charts FBCIX vs RAZAX
American Funds Capital Income Bldr 529F2
Price$78.48
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Russell Inv Multi-Asset Strat A
Price$11.61
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets578.39M
FBCIX vs RAZAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. RAZAX (578M). RAZAX (3.26) and FBCIX (3.21) 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 : 11.41 vs. RAZAX (10.07).
| 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 | 15.371 | 11.741 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 578M | 20,415% |
| Annual Yield % from dividends | 3.21 | 3.26 | 98% |
| Returns for 1 year | 11.41 | 10.07 | 113% |
| Returns for 3 years | 38.16 | 37.05 | 103% |
| Returns for 5 years | N/A | 27.88 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FSCC | 29.18 | 0.25 | +0.87% |
| Federated Hermes MDT Small Cap Core ETF | |||
| DEUS | 58.13 | 0.23 | +0.39% |
| Xtrackers Russell US Multifactor ETF | |||
| IWV | 368.29 | 1.12 | +0.31% |
| iShares Russell 3000 ETF | |||
| AVMA | 63.95 | 0.13 | +0.20% |
| Avantis Moderate Allocation ETF | |||
| HEZU | 41.07 | -0.17 | -0.41% |
| iShares Currency Hedged MSCI Eurozn ETF | |||