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FWCBX vs MTODX
FWCBX vs MTODX Comparison
Open Charts FWCBX vs MTODX
American Funds Capital Income Bldr 529F3
Price$76.13
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets116.22B
NYLI Income Builder Class R6
Price$21.74
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.04B
FWCBX vs MTODX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. MTODX (1.04B). MTODX (3.27) and FWCBX (3.25) 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 : 11.77 vs. MTODX (10.37).
| 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 | 11.990 | 8.490 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.04B | 11,186% |
| Annual Yield % from dividends | 3.25 | 3.27 | 100% |
| Returns for 1 year | 11.77 | 10.37 | 113% |
| Returns for 3 years | 33.11 | 30.70 | 108% |
| Returns for 5 years | N/A | 31.42 | - |
| Returns for 10 years | N/A | N/A | - |
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