Ad is loading...
FCGBX vs RIRCX
FCGBX vs RIRCX Comparison
Open Charts FCGBX vs RIRCX
Templeton Global Balanced C
Price$2.52
Change-$0.01 (-0.40%)
VolumeN/A
Net Assets300.27M
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FCGBX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCGBX vs. RIRCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. FCGBX (300M). 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 : 11.78 vs. FCGBX (9.06). RIRCX return over 5 years is better than : 26.43 vs. FCGBX (2.27).
| 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 | 6.329 | 5.043 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 110B | 0% |
| Annual Yield % from dividends | 2.95 | 2.97 | 99% |
| Returns for 1 year | 9.06 | 11.78 | 77% |
| Returns for 3 years | 4.00 | 13.04 | 31% |
| Returns for 5 years | 2.27 | 26.43 | 9% |
| Returns for 10 years | -0.87 | 33.97 | -3% |
View a ticker or compare two or three
VS
VS
Ad is loading...