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FMQRX vs FWCBX
FMQRX vs FWCBX Comparison
Open Charts FMQRX vs FWCBX
Franklin Mutual Quest R6
Price$16.53
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets2.71B
American Funds Capital Income Bldr 529F3
Price$80.94
Change-$0.60 (-0.74%)
VolumeN/A
Net Assets120.93B
FMQRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. FMQRX (2.71B). FMQRX pays higher dividends than FWCBX: FMQRX (4.47) vs FWCBX (3.08). FMQRX was incepted earlier than FWCBX: FMQRX (13 years) vs FWCBX (5 years). FMQRX (0.75) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. FMQRX (48.47). FWCBX has a lower initial minimum investment than FMQRX: FWCBX (250) vs FMQRX (1000000). FWCBX annual gain was more profitable for investors over the last year : 16.09 vs. FMQRX (13.98). FWCBX return over 5 years is better than : 54.24 vs. FMQRX (42.76).
| FMQRX | FWCBX | FMQRX / FWCBX | |
| Total Expense Ratio | 0.72 | 0.32 | 225% |
| Annual Report Gross Expense Ratio | 0.75 | 0.32 | 234% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 17.285 | 20.732 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 121B | 2% |
| Annual Yield % from dividends | 4.47 | 3.08 | 145% |
| Returns for 1 year | 13.98 | 16.09 | 87% |
| Returns for 3 years | 37.16 | 40.54 | 92% |
| Returns for 5 years | 42.76 | 54.24 | 79% |
| Returns for 10 years | 50.72 | N/A | - |
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