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FCGBX vs RCEEX
FCGBX vs RCEEX Comparison
Open Charts FCGBX vs RCEEX
Templeton Global Balanced C
Price$2.55
Change+$0.02 (+0.79%)
VolumeN/A
Net Assets292.22M
American Funds Capital Income Bldr R2E
Price$72.24
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
FCGBX vs RCEEX Comparison Chart
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FCGBX vs. RCEEX commentary
May 10, 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 Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. FCGBX (292M). RCEEX pays higher dividends than FCGBX: RCEEX (2.70) vs FCGBX (1.73). FCGBX was incepted earlier than RCEEX: FCGBX (14 years) vs RCEEX (11 years). FCGBX (2.06) 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 : 9.72 vs. FCGBX (4.84). RCEEX return over 5 years is better than : 45.00 vs. FCGBX (18.10).
| FCGBX | RCEEX | FCGBX / RCEEX | |
| Total Expense Ratio | 1.97 | 1.07 | 184% |
| Annual Report Gross Expense Ratio | 2.06 | 1.07 | 193% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.751 | 5.798 | 116% |
| 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 | 2.70 | 64% |
| Returns for 1 year | 4.84 | 9.72 | 50% |
| Returns for 3 years | 16.27 | 21.03 | 77% |
| Returns for 5 years | 18.10 | 45.00 | 40% |
| Returns for 10 years | -3.14 | 34.54 | -9% |
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