Interact to see
Advertisement
Advertisement
FCGBX vs FWCBX
FCGBX vs FWCBX Comparison
Open Charts FCGBX vs FWCBX
Templeton Global Balanced C
Price$2.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets306.2M
American Funds Capital Income Bldr 529F3
Price$76.78
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
FCGBX vs FWCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FCGBX (306M). FWCBX pays higher dividends than FCGBX: FWCBX (3.25) vs FCGBX (1.84). FCGBX was incepted earlier than FWCBX: FCGBX (14 years) vs FWCBX (5 years). FCGBX (2.01) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. FCGBX (43.31). FWCBX has a lower initial minimum investment than FCGBX: FWCBX (250) vs FCGBX (1000). FWCBX annual gain was more profitable for investors over the last year : 12.76 vs. FCGBX (10.43).
| FCGBX | FWCBX | FCGBX / FWCBX | |
| Total Expense Ratio | 1.96 | 0.32 | 613% |
| Annual Report Gross Expense Ratio | 2.01 | 0.32 | 628% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 14.522 | 12.931 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 116B | 0% |
| Annual Yield % from dividends | 1.84 | 3.25 | 57% |
| Returns for 1 year | 10.43 | 12.76 | 82% |
| Returns for 3 years | 31.92 | 38.42 | 83% |
| Returns for 5 years | 20.98 | N/A | - |
| Returns for 10 years | 4.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers