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FCGBX vs FWCBX
FCGBX vs FWCBX Comparison
Open Charts FCGBX vs FWCBX
Templeton Global Balanced C
Price$2.62
Change-$0.03 (-1.13%)
VolumeN/A
Net Assets296.45M
American Funds Capital Income Bldr 529F3
Price$74.73
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets113.16B
FCGBX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. FCGBX (296M). FWCBX pays higher dividends than FCGBX: FWCBX (3.30) vs FCGBX (1.67). 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 : 12.80 vs. FCGBX (11.10).
| 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 | 11.542 | 9.931 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 113B | 0% |
| Annual Yield % from dividends | 1.67 | 3.30 | 51% |
| Returns for 1 year | 11.10 | 12.80 | 87% |
| Returns for 3 years | 25.12 | 34.27 | 73% |
| Returns for 5 years | 19.74 | N/A | - |
| Returns for 10 years | 0.86 | N/A | - |
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