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FBCIX vs FCGBX
FBCIX vs FCGBX Comparison
Open Charts FBCIX vs FCGBX
American Funds Capital Income Bldr 529F2
Price$78.48
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Templeton Global Balanced C
Price$2.78
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets311.5M
FBCIX vs FCGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. FCGBX (311M). FBCIX pays higher dividends than FCGBX: FBCIX (3.21) vs FCGBX (1.85). FBCIX was incepted earlier than FCGBX: FBCIX (5 years) vs FCGBX (14 years). FCGBX (2.01) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. FCGBX (43.31). FBCIX has a lower initial minimum investment than FCGBX: FBCIX (250) vs FCGBX (1000). FCGBX (11.93) and FBCIX (11.41) have marching annual gain over last year.
| FBCIX | FCGBX | FBCIX / FCGBX | |
| Total Expense Ratio | 0.36 | 1.96 | 18% |
| Annual Report Gross Expense Ratio | 0.36 | 2.01 | 18% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 15.371 | 17.928 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 311M | 37,942% |
| Annual Yield % from dividends | 3.21 | 1.85 | 173% |
| Returns for 1 year | 11.41 | 11.93 | 96% |
| Returns for 3 years | 38.16 | 32.28 | 118% |
| Returns for 5 years | N/A | 21.66 | - |
| Returns for 10 years | N/A | 15.31 | - |
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