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FWCBX vs MTISX
FWCBX vs MTISX Comparison
Open Charts FWCBX vs MTISX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
NYLI Income Builder SIMPLE Class
Price$22.91
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets1.07B
FWCBX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MTISX (1.07B). FWCBX pays higher dividends than MTISX: FWCBX (3.08) vs MTISX (2.31). FWCBX was incepted earlier than MTISX: FWCBX (5 years) vs MTISX (5 years). MTISX (1.27) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MTISX (41.00). FWCBX has a lower initial minimum investment than MTISX: FWCBX (250) vs MTISX (1000). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. MTISX (10.63). FWCBX return over 5 years is better than : 53.13 vs. MTISX (26.43).
| FWCBX | MTISX | FWCBX / MTISX | |
| Total Expense Ratio | 0.32 | 1.27 | 25% |
| Annual Report Gross Expense Ratio | 0.32 | 1.27 | 25% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 19.311 | 15.082 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.07B | 11,266% |
| Annual Yield % from dividends | 3.08 | 2.31 | 134% |
| Returns for 1 year | 13.94 | 10.63 | 131% |
| Returns for 3 years | 37.78 | 35.85 | 105% |
| Returns for 5 years | 53.13 | 26.43 | 201% |
| Returns for 10 years | N/A | N/A | - |
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