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FCGBX vs FWCBX
FCGBX vs FWCBX Comparison
Open Charts FCGBX vs FWCBX
Templeton Global Balanced C
Price$2.73
Change+$0.02 (+0.74%)
VolumeN/A
Net Assets306.05M
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
FCGBX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FCGBX (306M). FWCBX pays higher dividends than FCGBX: FWCBX (3.25) vs FCGBX (1.85). 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 (16.02) and FCGBX (15.39) have marching annual gain over last year.
| 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 | 15.374 | 13.726 | 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 | 1.85 | 3.25 | 57% |
| Returns for 1 year | 15.39 | 16.02 | 96% |
| Returns for 3 years | 26.65 | 34.46 | 77% |
| Returns for 5 years | 21.39 | N/A | - |
| Returns for 10 years | 7.00 | N/A | - |
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