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FCGBX vs FWCBX
FCGBX vs FWCBX Comparison
Open Charts FCGBX vs FWCBX
Templeton Global Balanced C
Price$2.78
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets311.5M
American Funds Capital Income Bldr 529F3
Price$78.45
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
FCGBX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. FCGBX (311M). 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). FCGBX (11.93) and FWCBX (11.45) 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 | 17.928 | 15.403 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 118B | 0% |
| Annual Yield % from dividends | 1.85 | 3.25 | 57% |
| Returns for 1 year | 11.93 | 11.45 | 104% |
| Returns for 3 years | 32.28 | 38.32 | 84% |
| Returns for 5 years | 21.66 | N/A | - |
| Returns for 10 years | 15.31 | N/A | - |
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