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FWCBX vs MQIFX
FWCBX vs MQIFX Comparison
Open Charts FWCBX vs MQIFX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Franklin Mutual Quest Z
Price$16.79
Change+$0.70 (+4.35%)
VolumeN/A
Net Assets2.79B
FWCBX vs MQIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MQIFX (2.79B). MQIFX pays higher dividends than FWCBX: MQIFX (4.04) vs FWCBX (3.05). FWCBX was incepted earlier than MQIFX: FWCBX (5 years) vs MQIFX (45 years). MQIFX (0.77) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and MQIFX (48.47) have comparable annual turnover. FWCBX has a lower initial minimum investment than MQIFX: FWCBX (250) vs MQIFX (100000). MQIFX annual gain was more profitable for investors over the last year : 19.43 vs. FWCBX (16.48). MQIFX (50.21) and FWCBX (48.63) have equivalent 5 years return.
| FWCBX | MQIFX | FWCBX / MQIFX | |
| Total Expense Ratio | 0.31 | 0.77 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.77 | 40% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 3.590 | 4.938 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.79B | 4,335% |
| Annual Yield % from dividends | 3.05 | 4.04 | 76% |
| Returns for 1 year | 16.48 | 19.43 | 85% |
| Returns for 3 years | 36.26 | 39.30 | 92% |
| Returns for 5 years | 48.63 | 50.21 | 97% |
| Returns for 10 years | N/A | 66.67 | - |
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