Interact to see
Advertisement
Advertisement
FCGBX vs RIRBX
FCGBX vs RIRBX Comparison
Open Charts FCGBX vs RIRBX
Templeton Global Balanced C
Price$2.64
Change+$0.01 (+0.38%)
VolumeN/A
Net Assets301.53M
American Funds Capital Income Bldr R2
Price$75.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
FCGBX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCGBX vs. RIRBX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 113B vs. FCGBX (302M). RIRBX pays higher dividends than FCGBX: RIRBX (2.33) vs FCGBX (1.67). 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). RIRBX annual gain was more profitable for investors over the last year : 12.28 vs. FCGBX (8.98). RIRBX return over 5 years is better than : 38.91 vs. FCGBX (18.79).
| 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 | 10.970 | 9.455 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 113B | 0% |
| Annual Yield % from dividends | 1.67 | 2.33 | 72% |
| Returns for 1 year | 8.98 | 12.28 | 73% |
| Returns for 3 years | 15.06 | 19.88 | 76% |
| Returns for 5 years | 18.79 | 38.91 | 48% |
| Returns for 10 years | 1.97 | 41.22 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement