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FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.78
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets311.5M
American Funds Capital Income Bldr R2
Price$78.44
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
FCGBX vs RIRBX Comparison Chart in %
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FCGBX vs. RIRBX commentary
Aug 29, 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: 118B vs. FCGBX (311M). RIRBX pays higher dividends than FCGBX: RIRBX (2.28) vs FCGBX (1.85). FCGBX was incepted earlier than RIRBX: FCGBX (14 years) vs RIRBX (23 years). FCGBX (2.01) 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). FCGBX annual gain was more profitable for investors over the last year : 11.93 vs. RIRBX (10.30). RIRBX return over 5 years is better than : 43.91 vs. FCGBX (21.66).
| FCGBX | RIRBX | FCGBX / RIRBX | |
| Total Expense Ratio | 1.96 | 1.36 | 144% |
| Annual Report Gross Expense Ratio | 2.01 | 1.36 | 148% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 17.928 | 14.622 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 118B | 0% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | 11.93 | 10.30 | 116% |
| Returns for 3 years | 32.28 | 32.38 | 100% |
| Returns for 5 years | 21.66 | 43.91 | 49% |
| Returns for 10 years | 15.31 | 56.01 | 27% |
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