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FWCBX vs MQIFX
FWCBX vs MQIFX Comparison
Open Charts FWCBX vs MQIFX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Franklin Mutual Quest Z
Price$15.73
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.68B
FWCBX vs MQIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. MQIFX (2.68B). MQIFX pays higher dividends than FWCBX: MQIFX (4.68) vs FWCBX (3.25). FWCBX was incepted earlier than MQIFX: FWCBX (5 years) vs MQIFX (45 years). MQIFX (0.77) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MQIFX (48.47). FWCBX has a lower initial minimum investment than MQIFX: FWCBX (250) vs MQIFX (100000). FWCBX annual gain was more profitable for investors over the last year : 15.27 vs. MQIFX (12.60).
| FWCBX | MQIFX | FWCBX / MQIFX | |
| Total Expense Ratio | 0.32 | 0.77 | 42% |
| Annual Report Gross Expense Ratio | 0.32 | 0.77 | 42% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 14.255 | 11.009 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.68B | 4,366% |
| Annual Yield % from dividends | 3.25 | 4.68 | 69% |
| Returns for 1 year | 15.27 | 12.60 | 121% |
| Returns for 3 years | 37.44 | 29.84 | 125% |
| Returns for 5 years | N/A | 52.05 | - |
| Returns for 10 years | N/A | 29.86 | - |
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