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FCGBX vs RIRCX
FCGBX vs RIRCX Comparison
Open Charts FCGBX vs RIRCX
Templeton Global Balanced C
Price$2.46
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets297.43M
American Funds Capital Income Bldr R3
Price$70.86
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets107.71B
FCGBX vs RIRCX Comparison Chart
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FCGBX vs. RIRCX 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 RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. FCGBX (297M). RIRCX (2.97) and FCGBX (2.95) have matching dividends . FCGBX was incepted earlier than RIRCX: FCGBX (14 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. FCGBX (61.11). RIRCX has a lower initial minimum investment than FCGBX: RIRCX (250) vs FCGBX (1000). RIRCX annual gain was more profitable for investors over the last year : 10.38 vs. FCGBX (6.92). RIRCX return over 5 years is better than : 22.97 vs. FCGBX (-2.69).
| FCGBX | RIRCX | FCGBX / RIRCX | |
| 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 | 2.188 | 154% |
| 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 | 2.97 | 99% |
| Returns for 1 year | 6.92 | 10.38 | 67% |
| Returns for 3 years | 1.11 | 9.16 | 12% |
| Returns for 5 years | -2.69 | 22.97 | -12% |
| Returns for 10 years | -1.74 | 32.44 | -5% |
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