Interact to see
Advertisement
Advertisement
FBCIX vs TAGBX
FBCIX vs TAGBX Comparison
Open Charts FBCIX vs TAGBX
American Funds Capital Income Bldr 529F2
Price$78.48
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Templeton Global Balanced A
Price$2.79
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets311.5M
FBCIX vs TAGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. TAGBX (311M). FBCIX pays higher dividends than TAGBX: FBCIX (3.21) vs TAGBX (2.41). 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). TAGBX annual gain was more profitable for investors over the last year : 12.77 vs. FBCIX (11.41).
| 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 | 15.371 | 18.814 | 82% |
| Front Load | N/A | 6% | - |
| 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 | 2.41 | 133% |
| Returns for 1 year | 11.41 | 12.77 | 89% |
| Returns for 3 years | 38.16 | 35.36 | 108% |
| Returns for 5 years | N/A | 25.94 | - |
| Returns for 10 years | N/A | 22.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers