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FWCBX vs MTISX
FWCBX vs MTISX Comparison
Open Charts FWCBX vs MTISX
American Funds Capital Income Bldr 529F3
Price$76.02
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
NYLI Income Builder SIMPLE Class
Price$21.59
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.05B
FWCBX vs MTISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. MTISX (1.05B). FWCBX pays higher dividends than MTISX: FWCBX (3.30) vs MTISX (2.82). 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 : 15.49 vs. MTISX (13.06).
| 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 | 11.828 | 8.260 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.05B | 10,994% |
| Annual Yield % from dividends | 3.30 | 2.82 | 117% |
| Returns for 1 year | 15.49 | 13.06 | 119% |
| Returns for 3 years | 34.80 | 33.20 | 105% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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