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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
NYLI Income Builder Class R6
Price$22.08
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
FWCBX vs MTODX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. MTODX (1.06B). FWCBX (3.25) and MTODX (3.23) have matching dividends . FWCBX was incepted earlier than MTODX: FWCBX (5 years) vs MTODX (7 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 : 16.05 vs. MTODX (14.46).
| 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 | 7 years | - |
| Gain YTD | 13.226 | 9.985 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.06B | 10,964% |
| Annual Yield % from dividends | 3.25 | 3.23 | 101% |
| Returns for 1 year | 16.05 | 14.46 | 111% |
| Returns for 3 years | 36.51 | 36.94 | 99% |
| Returns for 5 years | N/A | 36.75 | - |
| Returns for 10 years | N/A | N/A | - |
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