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FBCIX vs RMATX
FBCIX vs RMATX Comparison
Open Charts FBCIX vs RMATX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Russell Inv Multi-Asset Strat M
Price$11.42
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets585.77M
FBCIX vs RMATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. RMATX (586M). RMATX pays higher dividends than FBCIX: RMATX (3.57) vs FBCIX (3.21). 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 : 16.00 vs. RMATX (12.10).
| 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 | 13.210 | 9.749 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 586M | 19,795% |
| Annual Yield % from dividends | 3.21 | 3.57 | 90% |
| Returns for 1 year | 16.00 | 12.10 | 132% |
| Returns for 3 years | 36.37 | 38.26 | 95% |
| Returns for 5 years | N/A | 30.24 | - |
| Returns for 10 years | N/A | N/A | - |
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