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FBCIX vs MTISX
FBCIX vs MTISX Comparison
Open Charts FBCIX vs MTISX
American Funds Capital Income Bldr 529F2
Price$79.61
Change+$0.22 (+0.28%)
VolumeN/A
Net Assets120.79B
NYLI Income Builder SIMPLE Class
Price$23.76
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets1.11B
FBCIX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. MTISX (1.11B). FBCIX pays higher dividends than MTISX: FBCIX (3.01) vs MTISX (2.29). FBCIX was incepted earlier than MTISX: FBCIX (5 years) vs MTISX (5 years). MTISX (1.27) is less costly to investors than FBCIX (0.35). FBCIX (50.00) and MTISX (50.00) have comparable annual turnover. FBCIX has a lower initial minimum investment than MTISX: FBCIX (250) vs MTISX (1000). MTISX annual gain was more profitable for investors over the last year : 17.54 vs. FBCIX (15.80). FBCIX return over 5 years is better than : 49.12 vs. MTISX (30.48).
| FBCIX | MTISX | FBCIX / MTISX | |
| Total Expense Ratio | 0.35 | 1.27 | 28% |
| Annual Report Gross Expense Ratio | 0.35 | 1.27 | 28% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.524 | 3.787 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.11B | 10,930% |
| Annual Yield % from dividends | 3.01 | 2.29 | 131% |
| Returns for 1 year | 15.80 | 17.54 | 90% |
| Returns for 3 years | 36.01 | 40.52 | 89% |
| Returns for 5 years | 49.12 | 30.48 | 161% |
| Returns for 10 years | N/A | N/A | - |
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