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FWCBX vs MTRAX
FWCBX vs MTRAX Comparison
Open Charts FWCBX vs MTRAX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
NYLI Income Builder
Price$21.06
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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FWCBX vs MTRAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. MTRAX (1.09B). FWCBX pays higher dividends than MTRAX: FWCBX (3.54) vs MTRAX (2.86). FWCBX was incepted earlier than MTRAX: FWCBX (4 years) vs MTRAX (30 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. MTRAX (56.00). FWCBX has a lower initial minimum investment than MTRAX: FWCBX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 20.69 vs. FWCBX (19.18).
| FWCBX | MTRAX | FWCBX / MTRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 30 years | - |
| Gain YTD | 12.149 | 13.986 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.09B | 10,110% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 19.18 | 20.69 | 93% |
| Returns for 3 years | 19.65 | 4.42 | 444% |
| Returns for 5 years | N/A | 18.71 | - |
| Returns for 10 years | N/A | 23.22 | - |
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