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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$15.33
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets2.62B
American Funds Capital Income Bldr 529F3
Price$75.79
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
FMQRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. FMQRX (2.62B). FMQRX pays higher dividends than FWCBX: FMQRX (4.87) vs FWCBX (3.30). 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 : 15.12 vs. FMQRX (11.42).
| 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 | 7.633 | 11.490 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 114B | 2% |
| Annual Yield % from dividends | 4.87 | 3.30 | 148% |
| Returns for 1 year | 11.42 | 15.12 | 76% |
| Returns for 3 years | 24.96 | 33.86 | 74% |
| Returns for 5 years | 51.04 | N/A | - |
| Returns for 10 years | 25.40 | N/A | - |
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