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FMQRX vs RIREX
FMQRX vs RIREX Comparison
Open Charts FMQRX vs RIREX
Franklin Mutual Quest R6
Price$16.14
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.7B
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
FMQRX vs RIREX Comparison Chart in %
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FMQRX vs. RIREX commentary
Oct 19, 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 FMQRX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. FMQRX (2.7B). FMQRX pays higher dividends than RIREX: FMQRX (4.52) vs RIREX (2.89). FMQRX was incepted earlier than RIREX: FMQRX (12 years) vs RIREX (23 years). FMQRX (0.75) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FMQRX (48.47). RIREX has a lower initial minimum investment than FMQRX: RIREX (250) vs FMQRX (1000000). FMQRX (11.18) and RIREX (10.74) have marching annual gain over last year. FMQRX (52.78) and RIREX (52.42) have equivalent 5 years return.
| FMQRX | RIREX | FMQRX / RIREX | |
| Total Expense Ratio | 0.72 | 0.62 | 116% |
| Annual Report Gross Expense Ratio | 0.75 | 0.62 | 121% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 14.104 | 17.064 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 119B | 2% |
| Annual Yield % from dividends | 4.52 | 2.89 | 157% |
| Returns for 1 year | 11.18 | 10.74 | 104% |
| Returns for 3 years | 42.92 | 47.56 | 90% |
| Returns for 5 years | 52.78 | 52.42 | 101% |
| Returns for 10 years | 42.32 | 60.42 | 70% |
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