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FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Franklin Mutual Quest A
Price$14.85
Change-$0.17 (-1.13%)
VolumeN/A
Net Assets2.61B
FWCBX vs TEQIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. TEQIX (2.61B). TEQIX pays higher dividends than FWCBX: TEQIX (4.66) vs FWCBX (3.30). FWCBX was incepted earlier than TEQIX: FWCBX (5 years) vs TEQIX (45 years). TEQIX (1.02) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TEQIX (48.47). FWCBX has a lower initial minimum investment than TEQIX: FWCBX (250) vs TEQIX (1000). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. TEQIX (10.95).
| FWCBX | TEQIX | FWCBX / TEQIX | |
| Total Expense Ratio | 0.32 | 1.02 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.02 | 31% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 10.519 | 6.758 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.61B | 4,369% |
| Annual Yield % from dividends | 3.30 | 4.66 | 71% |
| Returns for 1 year | 14.20 | 10.95 | 130% |
| Returns for 3 years | 35.55 | 24.90 | 143% |
| Returns for 5 years | N/A | 46.05 | - |
| Returns for 10 years | N/A | 19.93 | - |
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