BCAPX vs IFACX

Both BCAPX and IFACX are mutual funds. BCAPX has a higher 5-year return than IFACX (12.29% vs 8.58%). BCAPX has a lower expense ratio than IFACX (1.23% vs 1.31%). Below is the comparison between BCAPX and IFACX.

BCAPX IFACX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family BlackRock American Funds
Net Assets $74.70M $2.67B
Expense Ratio 1.23% 1.31%
Management Style active active
Dividend Yield 0.16% 2.27%
Minimum Investment N/A $1,000.00
YTD Return 12.42% 13.02%
1-Year Return 2.95% 2.63%
3-Year Return 15.18% 10.28%
5-Year Return 12.29% 8.58%
10-Year Return 10.81% 8.54%

BCAPX description

The Fund seeks long-term capital appreciation. Current income is not a consideration. In pursuit of this goal, the Fund, which is a fund-of-funds, normally invests 100% of its assets in underlying funds that invest primarily in equity securities.

BCAPX performance & returns

YTD Return 12.42%
1-Month Return 2.45%
3-Month Return 2.95%
1-Year Return 2.95%
3-Year Return 15.18%
5-Year Return 12.29%
10-Year Return 10.81%
BCAPX expense ratio is 1.23%.

BCAPX holdings

Top 10 Holdings (90.58% of Total Assets)

Name Symbol % Assets
iShares Core S&P Total US Stock Mkt ETF ITOT 20.68%
iShares ESG Aware MSCI USA ETF ESGU 17.67%
BlackRock Total Return Fund - CT N/A 13.32%
iShares MSCI EAFE Growth ETF EFG 8.86%
BlackRock Emerging Mkts K MKDCX 8.20%
BlackRock Master Advantage LgCp Cor Port N/A 5.05%
BlackRock Technology Opportunities K BTEKX 4.93%
iShares MSCI USA Value Factor ETF VLUE 4.86%
iShares US Medical Devices ETF IHI 4.17%
iShares MSCI USA Min Vol Factor ETF USMV 2.84%

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IFACX description

The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds investments in equity, debt and cash or money market instruments may vary substantially depending on various factors.

IFACX performance & returns

YTD Return 13.02%
1-Month Return 2.53%
3-Month Return 2.63%
1-Year Return 2.63%
3-Year Return 10.28%
5-Year Return 8.58%
10-Year Return 8.54%
IFACX expense ratio is 1.31%.

IFACX holdings

Top 10 Holdings (26.48% of Total Assets)

Name Symbol % Assets
Capital Group Central Cash Fund N/A 9.14%
Microsoft Corp MSFT 2.33%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.96%
Pfizer Inc PFE 1.94%
JPMorgan Chase & Co JPM 1.93%
Philip Morris International Inc PM 1.90%
Federal National Mortgage Association 1.5% N/A 1.90%
Federal National Mortgage Association 2.5% N/A 1.82%
Verizon Communications Inc VZ 1.79%
Broadcom Inc AVGO 1.77%

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