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FWCBX vs TIBMX
FWCBX vs TIBMX Comparison
Open Charts FWCBX vs TIBMX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Thornburg Investment Income Builder R5
Price$32.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.18B
FWCBX vs TIBMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. TIBMX (18.2B). TIBMX pays higher dividends than FWCBX: TIBMX (3.81) vs FWCBX (3.16). 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 : 32.11 vs. FWCBX (15.32). TIBMX return over 5 years is better than : 98.19 vs. FWCBX (57.77).
| 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 | 19.518 | 30.854 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 18.2B | 670% |
| Annual Yield % from dividends | 3.16 | 3.81 | 83% |
| Returns for 1 year | 15.32 | 32.11 | 48% |
| Returns for 3 years | 42.84 | 75.84 | 56% |
| Returns for 5 years | 57.77 | 98.19 | 59% |
| Returns for 10 years | N/A | 142.38 | - |
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