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FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.46
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets297.43M
American Funds Capital Income Bldr R2
Price$70.88
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets107.71B
FCGBX vs RIRBX Comparison Chart
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FCGBX vs. RIRBX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. FCGBX (297M). 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 : 9.88 vs. FCGBX (6.92). RIRBX return over 5 years is better than : 21.09 vs. FCGBX (-2.69).
| 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 | 3.376 | 2.158 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 108B | 0% |
| Annual Yield % from dividends | 2.95 | 2.55 | 116% |
| Returns for 1 year | 6.92 | 9.88 | 70% |
| Returns for 3 years | 1.11 | 8.07 | 14% |
| Returns for 5 years | -2.69 | 21.09 | -13% |
| Returns for 10 years | -1.74 | 30.04 | -6% |
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