Ad is loading...
FCGBX vs RIRGX
FCGBX vs RIRGX Comparison
Open Charts FCGBX vs RIRGX
Templeton Global Balanced C
Price$2.46
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets297.43M
American Funds Capital Income Bldr R6
Price$70.81
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets107.71B
FCGBX vs RIRGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCGBX vs. RIRGX 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 RIRGX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 108B vs. FCGBX (297M). RIRGX pays higher dividends than FCGBX: RIRGX (3.59) vs FCGBX (2.95). FCGBX was incepted earlier than RIRGX: FCGBX (14 years) vs RIRGX (16 years). RIRGX is a more actively managed with annual turnover of: 106.00 vs. FCGBX (61.11). RIRGX has a lower initial minimum investment than FCGBX: RIRGX (250) vs FCGBX (1000). RIRGX annual gain was more profitable for investors over the last year : 11.09 vs. FCGBX (6.92). RIRGX return over 5 years is better than : 25.73 vs. FCGBX (-2.69).
| FCGBX | RIRGX | FCGBX / RIRGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 3.376 | 2.220 | 152% |
| 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 | 3.59 | 82% |
| Returns for 1 year | 6.92 | 11.09 | 62% |
| Returns for 3 years | 1.11 | 10.72 | 10% |
| Returns for 5 years | -2.69 | 25.73 | -10% |
| Returns for 10 years | -1.74 | 35.97 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers