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FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Franklin Mutual Quest A
Price$16.46
Change+$0.70 (+4.44%)
VolumeN/A
Net Assets2.79B
FWCBX vs TEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TEQIX (2.79B). TEQIX pays higher dividends than FWCBX: TEQIX (3.89) vs FWCBX (3.05). FWCBX was incepted earlier than TEQIX: FWCBX (5 years) vs TEQIX (45 years). TEQIX (1.02) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and TEQIX (48.47) have comparable annual turnover. FWCBX has a lower initial minimum investment than TEQIX: FWCBX (250) vs TEQIX (1000). TEQIX annual gain was more profitable for investors over the last year : 19.18 vs. FWCBX (16.48). FWCBX (48.63) and TEQIX (48.53) have equivalent 5 years return.
| FWCBX | TEQIX | FWCBX / TEQIX | |
| Total Expense Ratio | 0.31 | 1.02 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 3.590 | 4.908 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.79B | 4,335% |
| Annual Yield % from dividends | 3.05 | 3.89 | 78% |
| Returns for 1 year | 16.48 | 19.18 | 86% |
| Returns for 3 years | 36.26 | 38.30 | 95% |
| Returns for 5 years | 48.63 | 48.53 | 100% |
| Returns for 10 years | N/A | 63.12 | - |
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