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FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$68.82
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
FCGBX vs RIRBX Comparison Chart
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FCGBX vs. RIRBX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 105B vs. FCGBX (292M). FCGBX pays higher dividends than RIRBX: FCGBX (2.95) vs RIRBX (2.55). FCGBX was incepted earlier than RIRBX: FCGBX (13 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 : 7.46 vs. FCGBX (0.91). RIRBX return over 5 years is better than : 19.30 vs. FCGBX (-5.13).
| FCGBX | RIRBX | FCGBX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.096 | 6.475 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 105B | 0% |
| Annual Yield % from dividends | 2.95 | 2.55 | 116% |
| Returns for 1 year | 0.91 | 7.46 | 12% |
| Returns for 3 years | -2.51 | 6.23 | -40% |
| Returns for 5 years | -5.13 | 19.30 | -27% |
| Returns for 10 years | -3.92 | 27.81 | -14% |
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