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FWCBX vs TEQIX
FWCBX vs TEQIX Comparison
Open Charts FWCBX vs TEQIX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Franklin Mutual Quest A
Price$15.33
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets2.68B
FWCBX vs TEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. TEQIX (2.68B). TEQIX pays higher dividends than FWCBX: TEQIX (4.52) vs FWCBX (3.25). 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 : 16.05 vs. TEQIX (13.65).
| 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 | 13.226 | 10.208 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.68B | 4,328% |
| Annual Yield % from dividends | 3.25 | 4.52 | 72% |
| Returns for 1 year | 16.05 | 13.65 | 118% |
| Returns for 3 years | 36.51 | 29.72 | 123% |
| Returns for 5 years | N/A | 51.29 | - |
| Returns for 10 years | N/A | 26.35 | - |
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