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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$76.35
Change-$0.58 (-0.75%)
VolumeN/A
Net Assets116.29B
Catalyst/MAP Global Balanced A
Price$12.14
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets14.57M
FBCIX vs TRXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. TRXAX (14.6M). TRXAX pays higher dividends than FBCIX: TRXAX (4.22) vs FBCIX (3.21). FBCIX was incepted earlier than TRXAX: FBCIX (5 years) vs TRXAX (14 years). TRXAX (2.37) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. TRXAX (30.00). 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 : 12.71 vs. TRXAX (9.25).
| FBCIX | TRXAX | FBCIX / TRXAX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 2.37 | 15% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.240 | 9.833 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 14.6M | 794,521% |
| Annual Yield % from dividends | 3.21 | 4.22 | 76% |
| Returns for 1 year | 12.71 | 9.25 | 137% |
| Returns for 3 years | 37.14 | 17.68 | 210% |
| Returns for 5 years | N/A | 24.93 | - |
| Returns for 10 years | N/A | 27.62 | - |
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