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FBCIX vs TAGBX
FBCIX vs TAGBX Comparison
Open Charts FBCIX vs TAGBX
American Funds Capital Income Bldr 529F2
Price$72.95
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets110.51B
Templeton Global Balanced A
Price$2.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.13M
FBCIX vs TAGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 111B vs. TAGBX (297M). FBCIX pays higher dividends than TAGBX: FBCIX (3.36) vs TAGBX (2.02). 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 annual gain was more profitable for investors over the last year : 10.78 vs. TAGBX (7.10).
| 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 | 6.829 | 8.861 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 297M | 37,374% |
| Annual Yield % from dividends | 3.36 | 2.02 | 167% |
| Returns for 1 year | 10.78 | 7.10 | 152% |
| Returns for 3 years | 25.24 | 19.71 | 128% |
| Returns for 5 years | N/A | 25.90 | - |
| Returns for 10 years | N/A | 3.30 | - |
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