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FWCBX vs TZINX
FWCBX vs TZINX Comparison
Open Charts FWCBX vs TZINX
American Funds Capital Income Bldr 529F3
Price$72.25
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Templeton Global Balanced Adv
Price$2.53
Change+$0.01 (+0.40%)
VolumeN/A
Net Assets293.64M
FWCBX vs TZINX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. TZINX (294M). TZINX pays higher dividends than FWCBX: TZINX (4.22) vs FWCBX (3.42). FWCBX was incepted earlier than TZINX: FWCBX (4 years) vs TZINX (20 years). TZINX (1.06) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than TZINX: FWCBX (250) vs TZINX (100000). FWCBX annual gain was more profitable for investors over the last year : 10.46 vs. TZINX (6.05).
| FWCBX | TZINX | FWCBX / TZINX | |
| Total Expense Ratio | 0.32 | 0.97 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 1.06 | 30% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | 5.558 | 5.439 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 294M | 37,075% |
| Annual Yield % from dividends | 3.42 | 4.22 | 81% |
| Returns for 1 year | 10.46 | 6.05 | 173% |
| Returns for 3 years | 17.07 | 6.60 | 259% |
| Returns for 5 years | N/A | 27.46 | - |
| Returns for 10 years | N/A | 4.97 | - |