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FWCBX vs MQIFX
FWCBX vs MQIFX Comparison
Open Charts FWCBX vs MQIFX
American Funds Capital Income Bldr 529F3
Price$74.73
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets113.35B
Franklin Mutual Quest Z
Price$15.10
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.59B
FWCBX vs MQIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. MQIFX (2.59B). MQIFX pays higher dividends than FWCBX: MQIFX (4.83) vs FWCBX (3.30). 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 : 12.80 vs. MQIFX (10.27).
| 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 | 9.931 | 6.422 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.59B | 4,358% |
| Annual Yield % from dividends | 3.30 | 4.83 | 68% |
| Returns for 1 year | 12.80 | 10.27 | 125% |
| Returns for 3 years | 34.27 | 25.49 | 134% |
| Returns for 5 years | N/A | 45.52 | - |
| Returns for 10 years | N/A | 20.50 | - |
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