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FMQSX vs FWCBX
FMQSX vs FWCBX Comparison
Open Charts FMQSX vs FWCBX
Franklin Mutual Quest R
Price$14.12
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.55B
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
FMQSX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. FMQSX (2.55B). FMQSX pays higher dividends than FWCBX: FMQSX (4.66) vs FWCBX (3.41). FMQSX was incepted earlier than FWCBX: FMQSX (16 years) vs FWCBX (5 years). FMQSX (1.30) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. FMQSX (48.47). FWCBX has a lower initial minimum investment than FMQSX: FWCBX (250) vs FMQSX (1000). FWCBX annual gain was more profitable for investors over the last year : 10.92 vs. FMQSX (7.48).
| FMQSX | FWCBX | FMQSX / FWCBX | |
| Total Expense Ratio | 1.30 | 0.32 | 406% |
| Annual Report Gross Expense Ratio | 1.30 | 0.32 | 406% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 3.226 | 5.909 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 110B | 2% |
| Annual Yield % from dividends | 4.66 | 3.41 | 137% |
| Returns for 1 year | 7.48 | 10.92 | 68% |
| Returns for 3 years | 14.78 | 25.69 | 58% |
| Returns for 5 years | 44.67 | N/A | - |
| Returns for 10 years | 11.75 | N/A | - |
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