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CFIHX vs FMQRX
CFIHX vs FMQRX Comparison
Open Charts CFIHX vs FMQRX
American Funds Capital Income Bldr F3
Price$71.41
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets109.05B
Franklin Mutual Quest R6
Price$14.82
Change-$0.14 (-0.94%)
VolumeN/A
Net Assets2.65B
CFIHX vs FMQRX Comparison Chart
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CFIHX vs. FMQRX commentary
Mar 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CFIHX is a StrongBuy and FMQRX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 109B vs. FMQRX (2.65B). FMQRX pays higher dividends than CFIHX: FMQRX (4.84) vs CFIHX (3.40). CFIHX was incepted earlier than FMQRX: CFIHX (8 years) vs FMQRX (12 years). FMQRX (0.79) is less costly to investors than CFIHX (0.27). CFIHX (1000000) and FMQRX (1000000) have matching initial minimum investment requirements. FMQRX annual gain was more profitable for investors over the last year : 11.78 vs. CFIHX (9.86). CFIHX (57.97) and FMQRX (57.77) have equivalent 5 years return.
| CFIHX | FMQRX | CFIHX / FMQRX | |
| Total Expense Ratio | 0.27 | 0.75 | 36% |
| Annual Report Gross Expense Ratio | 0.27 | 0.79 | 34% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 4.358 | 5.724 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 2.65B | 4,107% |
| Annual Yield % from dividends | 3.40 | 4.84 | 70% |
| Returns for 1 year | 9.86 | 11.78 | 84% |
| Returns for 3 years | 17.90 | 16.53 | 108% |
| Returns for 5 years | 57.97 | 57.77 | 100% |
| Returns for 10 years | N/A | 22.66 | - |
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