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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$15.35
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.61B
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
FMQRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FMQRX (2.61B). FMQRX pays higher dividends than FWCBX: FMQRX (4.74) vs FWCBX (3.25). FMQRX was incepted earlier than FWCBX: FMQRX (12 years) vs FWCBX (5 years). FMQRX (0.75) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. FMQRX (48.47). FWCBX has a lower initial minimum investment than FMQRX: FWCBX (250) vs FMQRX (1000000). FWCBX annual gain was more profitable for investors over the last year : 16.02 vs. FMQRX (12.78).
| FMQRX | FWCBX | FMQRX / FWCBX | |
| Total Expense Ratio | 0.72 | 0.32 | 225% |
| Annual Report Gross Expense Ratio | 0.75 | 0.32 | 234% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 8.339 | 13.726 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 116B | 2% |
| Annual Yield % from dividends | 4.74 | 3.25 | 146% |
| Returns for 1 year | 12.78 | 16.02 | 80% |
| Returns for 3 years | 24.78 | 34.46 | 72% |
| Returns for 5 years | 46.18 | N/A | - |
| Returns for 10 years | 26.92 | N/A | - |
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