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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$16.77
Change+$0.69 (+4.29%)
VolumeN/A
Net Assets2.79B
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
FMQRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. FMQRX (2.79B). FMQRX pays higher dividends than FWCBX: FMQRX (4.08) vs FWCBX (3.05). FMQRX was incepted earlier than FWCBX: FMQRX (13 years) vs FWCBX (5 years). FMQRX (0.75) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and FMQRX (48.47) have comparable annual turnover. FWCBX has a lower initial minimum investment than FMQRX: FWCBX (250) vs FMQRX (1000000). FMQRX annual gain was more profitable for investors over the last year : 19.50 vs. FWCBX (16.48). FMQRX (50.51) and FWCBX (48.63) have equivalent 5 years return.
| FMQRX | FWCBX | FMQRX / FWCBX | |
| Total Expense Ratio | 0.72 | 0.31 | 232% |
| Annual Report Gross Expense Ratio | 0.75 | 0.31 | 242% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 4.944 | 3.590 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 121B | 2% |
| Annual Yield % from dividends | 4.08 | 3.05 | 134% |
| Returns for 1 year | 19.50 | 16.48 | 118% |
| Returns for 3 years | 39.55 | 36.26 | 109% |
| Returns for 5 years | 50.51 | 48.63 | 104% |
| Returns for 10 years | 67.37 | N/A | - |
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