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FBCIX vs MTRAX
FBCIX vs MTRAX Comparison
Open Charts FBCIX vs MTRAX
American Funds Capital Income Bldr 529F2
Price$79.60
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.12B
NYLI Income Builder
Price$22.34
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets1.06B
FBCIX vs MTRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. MTRAX (1.07B). FBCIX pays higher dividends than MTRAX: FBCIX (3.13) vs MTRAX (2.90). 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 : 13.00 vs. MTRAX (10.83).
| 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 | 17.017 | 12.980 | 131% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.07B | 11,174% |
| Annual Yield % from dividends | 3.13 | 2.90 | 108% |
| Returns for 1 year | 13.00 | 10.83 | 120% |
| Returns for 3 years | 42.41 | 40.22 | 105% |
| Returns for 5 years | N/A | 33.31 | - |
| Returns for 10 years | N/A | 51.24 | - |
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