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FCGBX vs FWCBX
FCGBX vs FWCBX Comparison
Open Charts FCGBX vs FWCBX
Templeton Global Balanced C
Price$2.55
Change+$0.02 (+0.79%)
VolumeN/A
Net Assets292.22M
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.59B
FCGBX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. FCGBX (292M). FWCBX pays higher dividends than FCGBX: FWCBX (3.41) vs FCGBX (1.73). FCGBX was incepted earlier than FWCBX: FCGBX (14 years) vs FWCBX (5 years). FCGBX (2.06) 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 : 10.52 vs. FCGBX (4.84).
| FCGBX | FWCBX | FCGBX / FWCBX | |
| Total Expense Ratio | 1.97 | 0.32 | 616% |
| Annual Report Gross Expense Ratio | 2.06 | 0.32 | 644% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 6.751 | 6.070 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 110B | 0% |
| Annual Yield % from dividends | 1.73 | 3.41 | 51% |
| Returns for 1 year | 4.84 | 10.52 | 46% |
| Returns for 3 years | 16.27 | 26.00 | 63% |
| Returns for 5 years | 18.10 | N/A | - |
| Returns for 10 years | -3.14 | N/A | - |
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