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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
NYLI Income Builder Class R6
Price$24.09
Change+$1.20 (+5.24%)
VolumeN/A
Net Assets1.11B
FWCBX vs MTODX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MTODX (1.11B). FWCBX pays higher dividends than MTODX: FWCBX (3.05) vs MTODX (2.79). FWCBX was incepted earlier than MTODX: FWCBX (5 years) vs MTODX (8 years). MTODX (0.68) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and MTODX (50.00) have comparable annual turnover. MTODX has a lower initial minimum investment than FWCBX: MTODX (0) vs FWCBX (250). MTODX annual gain was more profitable for investors over the last year : 18.97 vs. FWCBX (16.48). FWCBX return over 5 years is better than : 48.63 vs. MTODX (34.43).
| FWCBX | MTODX | FWCBX / MTODX | |
| Total Expense Ratio | 0.31 | 0.68 | 46% |
| Annual Report Gross Expense Ratio | 0.31 | 0.68 | 46% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 3.590 | 4.003 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.11B | 10,930% |
| Annual Yield % from dividends | 3.05 | 2.79 | 109% |
| Returns for 1 year | 16.48 | 18.97 | 87% |
| Returns for 3 years | 36.26 | 43.09 | 84% |
| Returns for 5 years | 48.63 | 34.43 | 141% |
| Returns for 10 years | N/A | N/A | - |
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