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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$15.44
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.63B
American Funds Capital Income Bldr 529F3
Price$76.77
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets115.86B
FMQRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. FMQRX (2.63B). FMQRX pays higher dividends than FWCBX: FMQRX (4.72) 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 : 12.76 vs. FMQRX (9.10).
| 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 | 8.763 | 12.931 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 116B | 2% |
| Annual Yield % from dividends | 4.72 | 3.25 | 145% |
| Returns for 1 year | 9.10 | 12.76 | 71% |
| Returns for 3 years | 30.18 | 38.42 | 79% |
| Returns for 5 years | 48.33 | N/A | - |
| Returns for 10 years | 26.26 | N/A | - |
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