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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
NYLI Income Builder Class R6
Price$21.48
Change-$0.21 (-0.97%)
VolumeN/A
Net Assets1.03B
FWCBX vs MTODX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. MTODX (1.03B). MTODX (3.36) and FWCBX (3.30) have matching dividends . FWCBX was incepted earlier than MTODX: FWCBX (5 years) vs MTODX (7 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 : 14.20 vs. MTODX (11.97).
| 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 | 7 years | - |
| Gain YTD | 10.519 | 6.683 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.03B | 11,154% |
| Annual Yield % from dividends | 3.30 | 3.36 | 98% |
| Returns for 1 year | 14.20 | 11.97 | 119% |
| Returns for 3 years | 35.55 | 36.02 | 99% |
| Returns for 5 years | N/A | 34.08 | - |
| Returns for 10 years | N/A | N/A | - |
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