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FGGBX vs FWCBX
FGGBX vs FWCBX Comparison
Open Charts FGGBX vs FWCBX
Templeton Global Balanced R6
Price$2.71
Change+$0.01 (+0.37%)
VolumeN/A
Net Assets307.61M
American Funds Capital Income Bldr 529F3
Price$76.57
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets115.81B
FGGBX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FGGBX (308M). FWCBX pays higher dividends than FGGBX: FWCBX (3.25) vs FGGBX (2.60). FGGBX was incepted earlier than FWCBX: FGGBX (12 years) vs FWCBX (5 years). FGGBX (0.96) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. FGGBX (43.31). FWCBX has a lower initial minimum investment than FGGBX: FWCBX (250) vs FGGBX (1000000). FWCBX annual gain was more profitable for investors over the last year : 15.01 vs. FGGBX (13.38).
| FGGBX | FWCBX | FGGBX / FWCBX | |
| Total Expense Ratio | 0.89 | 0.32 | 278% |
| Annual Report Gross Expense Ratio | 0.96 | 0.32 | 300% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 15.070 | 12.637 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 116B | 0% |
| Annual Yield % from dividends | 2.60 | 3.25 | 80% |
| Returns for 1 year | 13.38 | 15.01 | 89% |
| Returns for 3 years | 33.88 | 36.63 | 93% |
| Returns for 5 years | 28.74 | N/A | - |
| Returns for 10 years | 15.84 | N/A | - |
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