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FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
NYLI Income Builder
Price$22.63
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets1.07B
FBCIX vs MTRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. MTRAX (1.07B). FBCIX pays higher dividends than MTRAX: FBCIX (3.12) vs MTRAX (2.71). FBCIX was incepted earlier than MTRAX: FBCIX (5 years) vs MTRAX (31 years). MTRAX (1.02) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). FBCIX has a lower initial minimum investment than MTRAX: FBCIX (250) vs MTRAX (15000). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. MTRAX (10.08).
| FBCIX | MTRAX | FBCIX / MTRAX | |
| Total Expense Ratio | 0.36 | 1.02 | 35% |
| Annual Report Gross Expense Ratio | 0.36 | 1.02 | 35% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 17.295 | 14.521 | 119% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.07B | 11,194% |
| Annual Yield % from dividends | 3.12 | 2.71 | 115% |
| Returns for 1 year | 11.02 | 10.08 | 109% |
| Returns for 3 years | 50.26 | 50.20 | 100% |
| Returns for 5 years | N/A | 33.84 | - |
| Returns for 10 years | N/A | 50.04 | - |