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FBCIX vs MTISX
FBCIX vs MTISX Comparison
Open Charts FBCIX vs MTISX
American Funds Capital Income Bldr 529F2
Price$76.81
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
NYLI Income Builder SIMPLE Class
Price$21.69
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
FBCIX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. MTISX (1.05B). FBCIX pays higher dividends than MTISX: FBCIX (3.21) vs MTISX (2.70). FBCIX was incepted earlier than MTISX: FBCIX (5 years) vs MTISX (5 years). MTISX (1.27) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. MTISX (41.00). FBCIX has a lower initial minimum investment than MTISX: FBCIX (250) vs MTISX (1000). FBCIX annual gain was more profitable for investors over the last year : 12.70 vs. MTISX (9.69).
| FBCIX | MTISX | FBCIX / MTISX | |
| Total Expense Ratio | 0.36 | 1.27 | 28% |
| Annual Report Gross Expense Ratio | 0.36 | 1.27 | 28% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 12.901 | 8.822 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.05B | 11,069% |
| Annual Yield % from dividends | 3.21 | 2.70 | 119% |
| Returns for 1 year | 12.70 | 9.69 | 131% |
| Returns for 3 years | 38.26 | 34.46 | 111% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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