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FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
Franklin Mutual Quest A
Price$15.91
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.72B
FWCBX vs TEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. TEQIX (2.72B). TEQIX pays higher dividends than FWCBX: TEQIX (4.33) vs FWCBX (3.17). 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 (12.86) and TEQIX (12.68) have marching annual gain over last year.
| 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 | 18.023 | 14.419 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.72B | 4,413% |
| Annual Yield % from dividends | 3.17 | 4.33 | 73% |
| Returns for 1 year | 12.86 | 12.68 | 101% |
| Returns for 3 years | 48.43 | 42.10 | 115% |
| Returns for 5 years | N/A | 53.47 | - |
| Returns for 10 years | N/A | 41.57 | - |
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