Interact to see
Advertisement
Advertisement
FWCBX vs MTISX
FWCBX vs MTISX Comparison
Open Charts FWCBX vs MTISX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
NYLI Income Builder SIMPLE Class
Price$22.64
Change-$0.23 (-1.01%)
VolumeN/A
Net Assets1.07B
FWCBX vs MTISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. MTISX (1.07B). FWCBX pays higher dividends than MTISX: FWCBX (3.16) vs MTISX (2.50). 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 : 15.32 vs. MTISX (12.78). FWCBX return over 5 years is better than : 57.77 vs. MTISX (29.81).
| 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 | 19.518 | 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 | 122B | 1.07B | 11,455% |
| Annual Yield % from dividends | 3.16 | 2.50 | 127% |
| Returns for 1 year | 15.32 | 12.78 | 120% |
| Returns for 3 years | 42.84 | 41.16 | 104% |
| Returns for 5 years | 57.77 | 29.81 | 194% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement