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FWCBX vs MQIFX
FWCBX vs MQIFX Comparison
Open Charts FWCBX vs MQIFX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Franklin Mutual Quest Z
Price$16.16
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.68B
FWCBX vs MQIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. MQIFX (2.69B). MQIFX pays higher dividends than FWCBX: MQIFX (4.48) vs FWCBX (3.17). FWCBX was incepted earlier than MQIFX: FWCBX (5 years) vs MQIFX (45 years). MQIFX (0.77) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MQIFX (48.47). FWCBX has a lower initial minimum investment than MQIFX: FWCBX (250) vs MQIFX (100000). MQIFX (11.12) and FWCBX (11.07) have marching annual gain over last year.
| FWCBX | MQIFX | FWCBX / MQIFX | |
| Total Expense Ratio | 0.32 | 0.77 | 42% |
| Annual Report Gross Expense Ratio | 0.32 | 0.77 | 42% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 17.342 | 14.084 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.69B | 4,432% |
| Annual Yield % from dividends | 3.17 | 4.48 | 71% |
| Returns for 1 year | 11.07 | 11.12 | 100% |
| Returns for 3 years | 50.44 | 42.79 | 118% |
| Returns for 5 years | N/A | 52.52 | - |
| Returns for 10 years | N/A | 41.74 | - |
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