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FWCBX vs MQIFX
FWCBX vs MQIFX Comparison
Open Charts FWCBX vs MQIFX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Franklin Mutual Quest Z
Price$16.34
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets2.69B
FWCBX vs MQIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MQIFX (2.69B). MQIFX pays higher dividends than FWCBX: MQIFX (4.43) vs FWCBX (3.08). 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). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. MQIFX (9.82). FWCBX return over 5 years is better than : 53.13 vs. MQIFX (40.15).
| 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 | 19.311 | 14.366 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.69B | 4,498% |
| Annual Yield % from dividends | 3.08 | 4.43 | 70% |
| Returns for 1 year | 13.94 | 9.82 | 142% |
| Returns for 3 years | 37.78 | 32.78 | 115% |
| Returns for 5 years | 53.13 | 40.15 | 132% |
| Returns for 10 years | N/A | 41.17 | - |
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