Interact to see
Advertisement
Advertisement
FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
NYLI Income Builder Class R6
Price$22.93
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.08B
FWCBX vs MTODX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. MTODX (1.08B). FWCBX pays higher dividends than MTODX: FWCBX (3.17) vs MTODX (2.98). 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 : 12.86 vs. MTODX (11.55).
| 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 | 18.023 | 14.815 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.08B | 11,132% |
| Annual Yield % from dividends | 3.17 | 2.98 | 106% |
| Returns for 1 year | 12.86 | 11.55 | 111% |
| Returns for 3 years | 48.43 | 48.50 | 100% |
| Returns for 5 years | N/A | 38.46 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement