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FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
NYLI Income Builder
Price$21.21
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets1.03B
FBCIX vs MTRAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. MTRAX (1.03B). FBCIX pays higher dividends than MTRAX: FBCIX (3.26) vs MTRAX (3.08). FBCIX was incepted earlier than MTRAX: FBCIX (5 years) vs MTRAX (30 years). MTRAX (1.02) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). FBCIX has a lower initial minimum investment than MTRAX: FBCIX (250) vs MTRAX (15000). FBCIX annual gain was more profitable for investors over the last year : 14.18 vs. MTRAX (11.59).
| FBCIX | MTRAX | FBCIX / MTRAX | |
| Total Expense Ratio | 0.36 | 1.02 | 35% |
| Annual Report Gross Expense Ratio | 0.36 | 1.02 | 35% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 10.505 | 6.573 | 160% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.03B | 11,154% |
| Annual Yield % from dividends | 3.26 | 3.08 | 106% |
| Returns for 1 year | 14.18 | 11.59 | 122% |
| Returns for 3 years | 35.41 | 34.66 | 102% |
| Returns for 5 years | N/A | 31.91 | - |
| Returns for 10 years | N/A | 35.28 | - |
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