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FBCIX vs TRXAX
FBCIX vs TRXAX Comparison
Open Charts FBCIX vs TRXAX
American Funds Capital Income Bldr 529F2
Price$75.05
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets113.04B
Catalyst/MAP Global Balanced A
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets14.62M
FBCIX vs TRXAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. TRXAX (14.6M). TRXAX pays higher dividends than FBCIX: TRXAX (4.29) vs FBCIX (3.26). 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 : 13.80 vs. TRXAX (9.21).
| 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 | 9.589 | 7.754 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 14.6M | 773,973% |
| Annual Yield % from dividends | 3.26 | 4.29 | 76% |
| Returns for 1 year | 13.80 | 9.21 | 150% |
| Returns for 3 years | 25.21 | 8.45 | 298% |
| Returns for 5 years | N/A | 23.21 | - |
| Returns for 10 years | N/A | 26.67 | - |
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