Interact to see
Advertisement
Advertisement
FBCIX vs RMATX
FBCIX vs RMATX Comparison
Open Charts FBCIX vs RMATX
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Russell Inv Multi-Asset Strat M
Price$11.23
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets575.11M
FBCIX vs RMATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. RMATX (575M). RMATX pays higher dividends than FBCIX: RMATX (3.68) vs FBCIX (3.26). FBCIX was incepted earlier than RMATX: FBCIX (5 years) vs RMATX (8 years). RMATX (1.07) is less costly to investors than FBCIX (0.36). RMATX is a more actively managed with annual turnover of: 97.00 vs. FBCIX (56.00). RMATX has a lower initial minimum investment than FBCIX: RMATX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 14.18 vs. RMATX (10.92).
| FBCIX | RMATX | FBCIX / RMATX | |
| Total Expense Ratio | 0.36 | 0.79 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 1.07 | 34% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.505 | 7.871 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 575M | 19,826% |
| Annual Yield % from dividends | 3.26 | 3.68 | 88% |
| Returns for 1 year | 14.18 | 10.92 | 130% |
| Returns for 3 years | 35.41 | 38.03 | 93% |
| Returns for 5 years | N/A | 28.01 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement