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FGGBX vs FWCBX
FGGBX vs FWCBX Comparison
Open Charts FGGBX vs FWCBX
Templeton Global Balanced R6
Price$2.74
Change+$0.02 (+0.74%)
VolumeN/A
Net Assets306.05M
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
FGGBX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FGGBX (306M). FWCBX pays higher dividends than FGGBX: FWCBX (3.25) vs FGGBX (2.62). 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). FGGBX (16.09) and FWCBX (16.02) have marching annual gain over last year.
| 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 | 15.923 | 13.726 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 116B | 0% |
| Annual Yield % from dividends | 2.62 | 3.25 | 81% |
| Returns for 1 year | 16.09 | 16.02 | 100% |
| Returns for 3 years | 30.86 | 34.46 | 90% |
| Returns for 5 years | 27.65 | N/A | - |
| Returns for 10 years | 16.33 | N/A | - |
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