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FWCBX vs TZINX
FWCBX vs TZINX Comparison
Open Charts FWCBX vs TZINX
American Funds Capital Income Bldr 529F3
Price$78.74
Change+$0.70 (+0.90%)
VolumeN/A
Net Assets118.67B
Templeton Global Balanced Adv
Price$2.82
Change+$0.04 (+1.44%)
VolumeN/A
Net Assets313.62M
FWCBX vs TZINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TZINX (314M). FWCBX pays higher dividends than TZINX: FWCBX (3.25) vs TZINX (2.57). FWCBX was incepted earlier than TZINX: FWCBX (5 years) vs TZINX (20 years). TZINX (1.01) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TZINX (43.31). FWCBX has a lower initial minimum investment than TZINX: FWCBX (250) vs TZINX (100000). TZINX annual gain was more profitable for investors over the last year : 14.64 vs. FWCBX (12.98).
| FWCBX | TZINX | FWCBX / TZINX | |
| Total Expense Ratio | 0.32 | 0.96 | 33% |
| Annual Report Gross Expense Ratio | 0.32 | 1.01 | 32% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 15.829 | 19.648 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 314M | 37,898% |
| Annual Yield % from dividends | 3.25 | 2.57 | 126% |
| Returns for 1 year | 12.98 | 14.64 | 89% |
| Returns for 3 years | 37.42 | 35.88 | 104% |
| Returns for 5 years | N/A | 30.68 | - |
| Returns for 10 years | N/A | 30.86 | - |
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