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FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.55
Change+$0.02 (+0.79%)
VolumeN/A
Net Assets292.22M
American Funds Capital Income Bldr R2
Price$72.64
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.59B
FCGBX vs RIRBX Comparison Chart
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FCGBX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. FCGBX (292M). RIRBX pays higher dividends than FCGBX: RIRBX (2.40) vs FCGBX (1.73). FCGBX was incepted earlier than RIRBX: FCGBX (14 years) vs RIRBX (23 years). FCGBX (2.06) is less costly to investors than RIRBX (1.36). RIRBX is a more actively managed with annual turnover of: 56.00 vs. FCGBX (43.31). 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 : 9.40 vs. FCGBX (4.84). RIRBX return over 5 years is better than : 43.49 vs. FCGBX (18.10).
| FCGBX | RIRBX | FCGBX / RIRBX | |
| Total Expense Ratio | 1.97 | 1.36 | 145% |
| Annual Report Gross Expense Ratio | 2.06 | 1.36 | 151% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 6.751 | 5.687 | 119% |
| 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 | 2.40 | 72% |
| Returns for 1 year | 4.84 | 9.40 | 51% |
| Returns for 3 years | 16.27 | 20.21 | 80% |
| Returns for 5 years | 18.10 | 43.49 | 42% |
| Returns for 10 years | -3.14 | 33.26 | -9% |
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