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FCGBX vs RCEEX
FCGBX vs RCEEX Comparison
Open Charts FCGBX vs RCEEX
Templeton Global Balanced C
Price$2.64
Change+$0.01 (+0.38%)
VolumeN/A
Net Assets301.53M
American Funds Capital Income Bldr R2E
Price$74.85
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.5B
FCGBX vs RCEEX Comparison Chart
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FCGBX vs. RCEEX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCGBX is a Hold and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 113B vs. FCGBX (302M). RCEEX pays higher dividends than FCGBX: RCEEX (2.62) vs FCGBX (1.67). FCGBX was incepted earlier than RCEEX: FCGBX (14 years) vs RCEEX (11 years). FCGBX (2.01) is less costly to investors than RCEEX (1.07). RCEEX is a more actively managed with annual turnover of: 56.00 vs. FCGBX (43.31). RCEEX has a lower initial minimum investment than FCGBX: RCEEX (250) vs FCGBX (1000). RCEEX annual gain was more profitable for investors over the last year : 12.57 vs. FCGBX (8.98). RCEEX return over 5 years is better than : 40.34 vs. FCGBX (18.79).
| FCGBX | RCEEX | FCGBX / RCEEX | |
| Total Expense Ratio | 1.96 | 1.07 | 183% |
| Annual Report Gross Expense Ratio | 2.01 | 1.07 | 188% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 10.970 | 9.577 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 113B | 0% |
| Annual Yield % from dividends | 1.67 | 2.62 | 64% |
| Returns for 1 year | 8.98 | 12.57 | 71% |
| Returns for 3 years | 15.06 | 20.69 | 73% |
| Returns for 5 years | 18.79 | 40.34 | 47% |
| Returns for 10 years | 1.97 | 42.55 | 5% |
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