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FBCIX vs MTISX
FBCIX vs MTISX Comparison
Open Charts FBCIX vs MTISX
American Funds Capital Income Bldr 529F2
Price$78.75
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
NYLI Income Builder SIMPLE Class
Price$22.33
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets1.06B
FBCIX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. MTISX (1.06B). FBCIX pays higher dividends than MTISX: FBCIX (3.13) vs MTISX (2.64). FBCIX was incepted earlier than MTISX: FBCIX (5 years) vs MTISX (5 years). MTISX (1.27) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. MTISX (41.00). FBCIX has a lower initial minimum investment than MTISX: FBCIX (250) vs MTISX (1000). FBCIX annual gain was more profitable for investors over the last year : 10.50 vs. MTISX (8.14).
| FBCIX | MTISX | FBCIX / MTISX | |
| Total Expense Ratio | 0.36 | 1.27 | 28% |
| Annual Report Gross Expense Ratio | 0.36 | 1.27 | 28% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 16.511 | 12.603 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,101% |
| Annual Yield % from dividends | 3.13 | 2.64 | 118% |
| Returns for 1 year | 10.50 | 8.14 | 129% |
| Returns for 3 years | 51.71 | 49.56 | 104% |
| Returns for 5 years | N/A | 33.07 | - |
| Returns for 10 years | N/A | N/A | - |
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