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FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
NYLI Income Builder
Price$23.78
Change+$1.19 (+5.27%)
VolumeN/A
Net Assets1.11B
FBCIX vs MTRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. MTRAX (1.11B). FBCIX pays higher dividends than MTRAX: FBCIX (3.01) vs MTRAX (2.52). FBCIX was incepted earlier than MTRAX: FBCIX (5 years) vs MTRAX (31 years). MTRAX (1.02) is less costly to investors than FBCIX (0.35). FBCIX (50.00) and MTRAX (50.00) have comparable annual turnover. FBCIX has a lower initial minimum investment than MTRAX: FBCIX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 18.66 vs. FBCIX (16.43). FBCIX return over 5 years is better than : 48.37 vs. MTRAX (32.16).
| FBCIX | MTRAX | FBCIX / MTRAX | |
| Total Expense Ratio | 0.35 | 1.02 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.02 | 34% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 3.602 | 3.983 | 90% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.11B | 10,921% |
| Annual Yield % from dividends | 3.01 | 2.52 | 119% |
| Returns for 1 year | 16.43 | 18.66 | 88% |
| Returns for 3 years | 36.11 | 41.72 | 87% |
| Returns for 5 years | 48.37 | 32.16 | 150% |
| Returns for 10 years | N/A | 74.99 | - |
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