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FBCIX vs TAGBX
FBCIX vs TAGBX Comparison
Open Charts FBCIX vs TAGBX
American Funds Capital Income Bldr 529F2
Price$75.30
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Templeton Global Balanced A
Price$2.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets301.14M
FBCIX vs TAGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. TAGBX (301M). FBCIX pays higher dividends than TAGBX: FBCIX (3.26) vs TAGBX (1.94). 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 : 13.38 vs. TAGBX (10.01).
| 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 | 9.910 | 11.814 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 301M | 37,542% |
| Annual Yield % from dividends | 3.26 | 1.94 | 168% |
| Returns for 1 year | 13.38 | 10.01 | 134% |
| Returns for 3 years | 25.52 | 18.06 | 141% |
| Returns for 5 years | N/A | 23.08 | - |
| Returns for 10 years | N/A | 8.43 | - |
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