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FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$77.96
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets117.5B
Franklin Mutual Quest A
Price$15.43
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets2.66B
FWCBX vs TEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. TEQIX (2.66B). TEQIX pays higher dividends than FWCBX: TEQIX (4.54) vs FWCBX (3.25). 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 : 11.64 vs. TEQIX (9.98).
| 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 | 14.682 | 10.496 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.66B | 4,400% |
| Annual Yield % from dividends | 3.25 | 4.54 | 72% |
| Returns for 1 year | 11.64 | 9.98 | 117% |
| Returns for 3 years | 34.25 | 26.23 | 131% |
| Returns for 5 years | N/A | 46.91 | - |
| Returns for 10 years | N/A | 32.27 | - |
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