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FBCIX vs MTISX
FBCIX vs MTISX Comparison
Open Charts FBCIX vs MTISX
American Funds Capital Income Bldr 529F2
Price$80.76
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.96B
NYLI Income Builder SIMPLE Class
Price$22.87
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.08B
FBCIX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. MTISX (1.08B). FBCIX pays higher dividends than MTISX: FBCIX (3.12) vs MTISX (2.50). 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 : 15.27 vs. MTISX (12.78). FBCIX return over 5 years is better than : 57.50 vs. MTISX (29.81).
| 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 | 19.485 | 15.587 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.08B | 11,245% |
| Annual Yield % from dividends | 3.12 | 2.50 | 125% |
| Returns for 1 year | 15.27 | 12.78 | 120% |
| Returns for 3 years | 42.69 | 41.16 | 104% |
| Returns for 5 years | 57.50 | 29.81 | 193% |
| Returns for 10 years | N/A | N/A | - |
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