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FWCBX vs MTISX
FWCBX vs MTISX Comparison
Open Charts FWCBX vs MTISX
American Funds Capital Income Bldr 529F3
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
NYLI Income Builder SIMPLE Class
Price$22.06
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets1.06B
FWCBX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. MTISX (1.06B). FWCBX pays higher dividends than MTISX: FWCBX (3.17) vs MTISX (2.64). 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 : 12.20 vs. MTISX (10.06).
| 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 | 15.565 | 11.696 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,174% |
| Annual Yield % from dividends | 3.17 | 2.64 | 120% |
| Returns for 1 year | 12.20 | 10.06 | 121% |
| Returns for 3 years | 41.67 | 38.36 | 109% |
| Returns for 5 years | N/A | 29.59 | - |
| Returns for 10 years | N/A | N/A | - |
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