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RCEEX vs TAGBX
RCEEX vs TAGBX Comparison
Open Charts RCEEX vs TAGBX
American Funds Capital Income Bldr R2E
Price$73.53
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets111.36B
Templeton Global Balanced A
Price$2.62
Change+$0.01 (+0.38%)
VolumeN/A
Net Assets298.07M
RCEEX vs TAGBX Comparison Chart
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RCEEX vs. TAGBX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RCEEX is a Buy and TAGBX is a Hold.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 111B vs. TAGBX (298M). RCEEX pays higher dividends than TAGBX: RCEEX (2.70) vs TAGBX (2.02). RCEEX was incepted earlier than TAGBX: RCEEX (11 years) vs TAGBX (14 years). TAGBX (1.26) is less costly to investors than RCEEX (1.07). RCEEX is a more actively managed with annual turnover of: 56.00 vs. TAGBX (43.31). RCEEX has a lower initial minimum investment than TAGBX: RCEEX (250) vs TAGBX (1000). RCEEX annual gain was more profitable for investors over the last year : 11.47 vs. TAGBX (8.35). RCEEX return over 5 years is better than : 48.05 vs. TAGBX (25.77).
| RCEEX | TAGBX | RCEEX / TAGBX | |
| Total Expense Ratio | 1.07 | 1.21 | 88% |
| Annual Report Gross Expense Ratio | 1.07 | 1.26 | 85% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.688 | 10.127 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 298M | 37,248% |
| Annual Yield % from dividends | 2.70 | 2.02 | 134% |
| Returns for 1 year | 11.47 | 8.35 | 137% |
| Returns for 3 years | 20.24 | 20.10 | 101% |
| Returns for 5 years | 48.05 | 25.77 | 186% |
| Returns for 10 years | 37.33 | 5.14 | 726% |
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