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FWCBX vs MTISX
FWCBX vs MTISX Comparison
Open Charts FWCBX vs MTISX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
NYLI Income Builder SIMPLE Class
Price$22.29
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.05B
FWCBX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. MTISX (1.05B). FWCBX pays higher dividends than MTISX: FWCBX (3.16) vs MTISX (2.50). FWCBX was incepted earlier than MTISX: FWCBX (5 years) vs MTISX (5 years). MTISX (1.27) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MTISX (41.00). FWCBX has a lower initial minimum investment than MTISX: FWCBX (250) vs MTISX (1000). FWCBX annual gain was more profitable for investors over the last year : 13.35 vs. MTISX (10.82). FWCBX return over 5 years is better than : 53.33 vs. MTISX (25.89).
| FWCBX | MTISX | FWCBX / MTISX | |
| Total Expense Ratio | 0.32 | 1.27 | 25% |
| Annual Report Gross Expense Ratio | 0.32 | 1.27 | 25% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 16.957 | 12.656 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.05B | 11,344% |
| Annual Yield % from dividends | 3.16 | 2.50 | 127% |
| Returns for 1 year | 13.35 | 10.82 | 123% |
| Returns for 3 years | 39.43 | 36.88 | 107% |
| Returns for 5 years | 53.33 | 25.89 | 206% |
| Returns for 10 years | N/A | N/A | - |
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