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FWCBX vs TIBAX
FWCBX vs TIBAX Comparison
Open Charts FWCBX vs TIBAX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Thornburg Investment Income Builder A
Price$30.32
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets16.47B
FWCBX vs TIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. TIBAX (16.5B). TIBAX pays higher dividends than FWCBX: TIBAX (3.87) vs FWCBX (3.25). FWCBX was incepted earlier than TIBAX: FWCBX (5 years) vs TIBAX (23 years). TIBAX (1.17) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBAX (24.81). FWCBX has a lower initial minimum investment than TIBAX: FWCBX (250) vs TIBAX (5000). TIBAX annual gain was more profitable for investors over the last year : 23.41 vs. FWCBX (16.05).
| FWCBX | TIBAX | FWCBX / TIBAX | |
| Total Expense Ratio | 0.32 | 1.17 | 27% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.226 | 20.488 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 16.5B | 703% |
| Annual Yield % from dividends | 3.25 | 3.87 | 84% |
| Returns for 1 year | 16.05 | 23.41 | 69% |
| Returns for 3 years | 36.51 | 63.60 | 57% |
| Returns for 5 years | N/A | 96.65 | - |
| Returns for 10 years | N/A | 102.61 | - |
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