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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
NYLI Income Builder Class R6
Price$23.19
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets1.07B
FWCBX vs MTODX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. MTODX (1.07B). FWCBX pays higher dividends than MTODX: FWCBX (3.08) vs MTODX (2.82). FWCBX was incepted earlier than MTODX: FWCBX (5 years) vs MTODX (8 years). MTODX (0.68) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MTODX (41.00). MTODX has a lower initial minimum investment than FWCBX: MTODX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.94 vs. MTODX (11.24). FWCBX return over 5 years is better than : 53.13 vs. MTODX (30.72).
| FWCBX | MTODX | FWCBX / MTODX | |
| Total Expense Ratio | 0.32 | 0.68 | 47% |
| Annual Report Gross Expense Ratio | 0.32 | 0.68 | 47% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 19.311 | 15.661 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.07B | 11,266% |
| Annual Yield % from dividends | 3.08 | 2.82 | 109% |
| Returns for 1 year | 13.94 | 11.24 | 124% |
| Returns for 3 years | 37.78 | 38.30 | 99% |
| Returns for 5 years | 53.13 | 30.72 | 173% |
| Returns for 10 years | N/A | N/A | - |
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