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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$71.46
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets109.05B
Catalyst/MAP Global Balanced A
Price$11.64
Change-$0.08 (-0.68%)
VolumeN/A
Net Assets13.96M
FBCIX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 109B vs. TRXAX (14M). TRXAX pays higher dividends than FBCIX: TRXAX (4.77) vs FBCIX (3.31). FBCIX was incepted earlier than TRXAX: FBCIX (4 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FBCIX (0.36). FBCIX has a lower initial minimum investment than TRXAX: FBCIX (250) vs TRXAX (2500). FBCIX annual gain was more profitable for investors over the last year : 9.77 vs. TRXAX (7.90).
| FBCIX | TRXAX | FBCIX / TRXAX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 2.37 | 15% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 4.347 | 4.085 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 14M | 778,571% |
| Annual Yield % from dividends | 3.31 | 4.77 | 69% |
| Returns for 1 year | 9.77 | 7.90 | 124% |
| Returns for 3 years | 20.92 | 5.63 | 371% |
| Returns for 5 years | N/A | 31.48 | - |
| Returns for 10 years | N/A | 25.12 | - |
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