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FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.52
Change-$0.01 (-0.40%)
VolumeN/A
Net Assets300.27M
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FCGBX vs RIRBX Comparison Chart
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FCGBX vs. RIRBX commentary
Feb 23, 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 RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. FCGBX (300M). FCGBX pays higher dividends than RIRBX: FCGBX (2.95) vs RIRBX (2.55). FCGBX was incepted earlier than RIRBX: FCGBX (14 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. FCGBX (61.11). RIRBX has a lower initial minimum investment than FCGBX: RIRBX (250) vs FCGBX (1000). RIRBX annual gain was more profitable for investors over the last year : 11.30 vs. FCGBX (9.06). RIRBX return over 5 years is better than : 24.48 vs. FCGBX (2.27).
| FCGBX | RIRBX | FCGBX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 6.329 | 4.983 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 110B | 0% |
| Annual Yield % from dividends | 2.95 | 2.55 | 116% |
| Returns for 1 year | 9.06 | 11.30 | 80% |
| Returns for 3 years | 4.00 | 11.93 | 34% |
| Returns for 5 years | 2.27 | 24.48 | 9% |
| Returns for 10 years | -0.87 | 31.54 | -3% |
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