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FBCIX vs TAGBX
FBCIX vs TAGBX Comparison
Open Charts FBCIX vs TAGBX
American Funds Capital Income Bldr 529F2
Price$71.08
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Templeton Global Balanced A
Price$2.47
Change-$0.04 (-1.59%)
VolumeN/A
Net Assets293.48M
FBCIX vs TAGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. TAGBX (293M). TAGBX pays higher dividends than FBCIX: TAGBX (4.04) vs FBCIX (3.37). FBCIX was incepted earlier than TAGBX: FBCIX (4 years) vs TAGBX (14 years). TAGBX (1.31) is less costly to investors than FBCIX (0.36). 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 : 8.62 vs. TAGBX (5.88).
| FBCIX | TAGBX | FBCIX / TAGBX | |
| Total Expense Ratio | 0.36 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.36 | 1.31 | 27% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 3.792 | 5.907 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 293M | 37,543% |
| Annual Yield % from dividends | 3.37 | 4.04 | 83% |
| Returns for 1 year | 8.62 | 5.88 | 147% |
| Returns for 3 years | 14.87 | 5.12 | 290% |
| Returns for 5 years | N/A | 27.32 | - |
| Returns for 10 years | N/A | 2.71 | - |
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