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FBCIX vs TAGBX
FBCIX vs TAGBX Comparison
Open Charts FBCIX vs TAGBX
American Funds Capital Income Bldr 529F2
Price$76.81
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
Templeton Global Balanced A
Price$2.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets305.74M
FBCIX vs TAGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. TAGBX (306M). FBCIX pays higher dividends than TAGBX: FBCIX (3.21) vs TAGBX (2.40). FBCIX was incepted earlier than TAGBX: FBCIX (5 years) vs TAGBX (14 years). TAGBX (1.26) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. TAGBX (43.31). FBCIX has a lower initial minimum investment than TAGBX: FBCIX (250) vs TAGBX (1000). FBCIX (12.70) and TAGBX (12.60) have marching annual gain over last year.
| FBCIX | TAGBX | FBCIX / TAGBX | |
| Total Expense Ratio | 0.36 | 1.21 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 1.26 | 29% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.901 | 15.395 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 306M | 37,908% |
| Annual Yield % from dividends | 3.21 | 2.40 | 134% |
| Returns for 1 year | 12.70 | 12.60 | 101% |
| Returns for 3 years | 38.26 | 32.62 | 117% |
| Returns for 5 years | N/A | 25.72 | - |
| Returns for 10 years | N/A | 11.35 | - |
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