Interact to see
Advertisement
Advertisement
FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Franklin Mutual Quest A
Price$15.99
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.69B
FWCBX vs TEQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TEQIX (2.69B). TEQIX pays higher dividends than FWCBX: TEQIX (4.29) vs FWCBX (3.08). FWCBX was incepted earlier than TEQIX: FWCBX (5 years) vs TEQIX (45 years). TEQIX (1.02) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TEQIX (48.47). FWCBX has a lower initial minimum investment than TEQIX: FWCBX (250) vs TEQIX (1000). FWCBX annual gain was more profitable for investors over the last year : 14.56 vs. TEQIX (10.71). FWCBX return over 5 years is better than : 52.63 vs. TEQIX (38.91).
| FWCBX | TEQIX | FWCBX / TEQIX | |
| Total Expense Ratio | 0.32 | 1.02 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.02 | 31% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 19.814 | 14.995 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.69B | 4,498% |
| Annual Yield % from dividends | 3.08 | 4.29 | 72% |
| Returns for 1 year | 14.56 | 10.71 | 136% |
| Returns for 3 years | 38.36 | 33.02 | 116% |
| Returns for 5 years | 52.63 | 38.91 | 135% |
| Returns for 10 years | N/A | 39.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers