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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$78.45
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
NYLI Income Builder Class R6
Price$22.47
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.06B
FWCBX vs MTODX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. MTODX (1.06B). MTODX (3.27) and FWCBX (3.25) have matching dividends . FWCBX was incepted earlier than MTODX: FWCBX (5 years) vs MTODX (8 years). MTODX (0.68) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. MTODX (41.00). MTODX has a lower initial minimum investment than FWCBX: MTODX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 11.45 vs. MTODX (10.09).
| FWCBX | MTODX | FWCBX / MTODX | |
| Total Expense Ratio | 0.32 | 0.68 | 47% |
| Annual Report Gross Expense Ratio | 0.32 | 0.68 | 47% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 15.403 | 11.933 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,143% |
| Annual Yield % from dividends | 3.25 | 3.27 | 100% |
| Returns for 1 year | 11.45 | 10.09 | 113% |
| Returns for 3 years | 38.32 | 36.56 | 105% |
| Returns for 5 years | N/A | 32.54 | - |
| Returns for 10 years | N/A | N/A | - |
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