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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$14.67
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.55B
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
FMQRX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. FMQRX (2.55B). FMQRX pays higher dividends than FWCBX: FMQRX (5.03) vs FWCBX (3.41). FMQRX was incepted earlier than FWCBX: FMQRX (12 years) vs FWCBX (5 years). FMQRX (0.79) 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 : 10.92 vs. FMQRX (8.08).
| FMQRX | FWCBX | FMQRX / FWCBX | |
| Total Expense Ratio | 0.75 | 0.32 | 234% |
| Annual Report Gross Expense Ratio | 0.79 | 0.32 | 247% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 3.463 | 5.909 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 110B | 2% |
| Annual Yield % from dividends | 5.03 | 3.41 | 148% |
| Returns for 1 year | 8.08 | 10.92 | 74% |
| Returns for 3 years | 16.38 | 25.69 | 64% |
| Returns for 5 years | 47.83 | N/A | - |
| Returns for 10 years | 17.12 | N/A | - |
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