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FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
NYLI Income Builder
Price$22.63
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets1.07B
FBCIX vs MTRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. MTRAX (1.07B). FBCIX pays higher dividends than MTRAX: FBCIX (3.12) vs MTRAX (2.74). 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 : 15.27 vs. MTRAX (13.08). FBCIX return over 5 years is better than : 57.50 vs. MTRAX (31.94).
| 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 | 19.485 | 15.851 | 123% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.07B | 11,455% |
| Annual Yield % from dividends | 3.12 | 2.74 | 114% |
| Returns for 1 year | 15.27 | 13.08 | 117% |
| Returns for 3 years | 42.69 | 42.31 | 101% |
| Returns for 5 years | 57.50 | 31.94 | 180% |
| Returns for 10 years | N/A | 54.26 | - |
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