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FBCIX vs RAZAX
FBCIX vs RAZAX Comparison
Open Charts FBCIX vs RAZAX
American Funds Capital Income Bldr 529F2
Price$73.16
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets110.6B
Russell Inv Multi-Asset Strat A
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets564.82M
FBCIX vs RAZAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 111B vs. RAZAX (565M). RAZAX (3.47) and FBCIX (3.36) 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 : 10.78 vs. RAZAX (9.11).
| 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 | 6.829 | 4.761 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 565M | 19,646% |
| Annual Yield % from dividends | 3.36 | 3.47 | 97% |
| Returns for 1 year | 10.78 | 9.11 | 118% |
| Returns for 3 years | 25.24 | 25.49 | 99% |
| Returns for 5 years | N/A | 32.59 | - |
| Returns for 10 years | N/A | N/A | - |
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