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FWCBX vs TIBAX
FWCBX vs TIBAX Comparison
Open Charts FWCBX vs TIBAX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Thornburg Investment Income Builder A
Price$32.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.18B
FWCBX vs TIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. TIBAX (18.2B). TIBAX pays higher dividends than FWCBX: TIBAX (3.70) vs FWCBX (3.16). 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 : 31.98 vs. FWCBX (15.32). TIBAX return over 5 years is better than : 96.73 vs. FWCBX (57.77).
| 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 | 19.518 | 30.725 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 18.2B | 670% |
| Annual Yield % from dividends | 3.16 | 3.70 | 86% |
| Returns for 1 year | 15.32 | 31.98 | 48% |
| Returns for 3 years | 42.84 | 75.20 | 57% |
| Returns for 5 years | 57.77 | 96.73 | 60% |
| Returns for 10 years | N/A | 136.52 | - |
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