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FWCBX vs TIBMX
FWCBX vs TIBMX Comparison
Open Charts FWCBX vs TIBMX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Thornburg Investment Income Builder R5
Price$32.55
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets18.29B
FWCBX vs TIBMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. TIBMX (18.3B). TIBMX pays higher dividends than FWCBX: TIBMX (3.72) vs FWCBX (3.08). FWCBX was incepted earlier than TIBMX: FWCBX (5 years) vs TIBMX (19 years). TIBMX (1.29) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBMX (24.81). TIBMX has a lower initial minimum investment than FWCBX: TIBMX (0) vs FWCBX (250). TIBMX annual gain was more profitable for investors over the last year : 31.08 vs. FWCBX (13.94). TIBMX return over 5 years is better than : 87.03 vs. FWCBX (53.13).
| FWCBX | TIBMX | FWCBX / TIBMX | |
| Total Expense Ratio | 0.32 | 1.03 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.29 | 25% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 19.311 | 29.337 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 18.3B | 661% |
| Annual Yield % from dividends | 3.08 | 3.72 | 83% |
| Returns for 1 year | 13.94 | 31.08 | 45% |
| Returns for 3 years | 37.78 | 69.63 | 54% |
| Returns for 5 years | 53.13 | 87.03 | 61% |
| Returns for 10 years | N/A | 138.96 | - |
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