Interact to see
Advertisement
Advertisement
FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
NYLI Income Builder
Price$22.62
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.08B
FBCIX vs MTRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. MTRAX (1.08B). FBCIX pays higher dividends than MTRAX: FBCIX (3.12) vs MTRAX (2.71). FBCIX was incepted earlier than MTRAX: FBCIX (5 years) vs MTRAX (31 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 : 12.60 vs. MTRAX (11.56).
| 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 | 31 years | - |
| Gain YTD | 17.665 | 14.470 | 122% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.08B | 11,152% |
| Annual Yield % from dividends | 3.12 | 2.71 | 115% |
| Returns for 1 year | 12.60 | 11.56 | 109% |
| Returns for 3 years | 52.50 | 51.61 | 102% |
| Returns for 5 years | N/A | 33.92 | - |
| Returns for 10 years | N/A | 50.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement