Ad is loading...
FWCBX vs TIBAX
FWCBX vs TIBAX Comparison
Open Charts FWCBX vs TIBAX
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
Thornburg Investment Income Builder A
Price$27.98
Change-$0.16 (-0.57%)
VolumeN/A
Net Assets15.03B
FWCBX vs TIBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. TIBAX (15B). TIBAX pays higher dividends than FWCBX: TIBAX (4.17) vs FWCBX (3.41). FWCBX was incepted earlier than TIBAX: FWCBX (5 years) vs TIBAX (22 years). TIBAX (1.17) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBAX (24.81). FWCBX has a lower initial minimum investment than TIBAX: FWCBX (250) vs TIBAX (5000). TIBAX annual gain was more profitable for investors over the last year : 16.73 vs. FWCBX (10.92).
| FWCBX | TIBAX | FWCBX / TIBAX | |
| Total Expense Ratio | 0.32 | 1.17 | 27% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 5.909 | 10.230 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 15B | 733% |
| Annual Yield % from dividends | 3.41 | 4.17 | 82% |
| Returns for 1 year | 10.92 | 16.73 | 65% |
| Returns for 3 years | 25.69 | 46.29 | 56% |
| Returns for 5 years | N/A | 94.34 | - |
| Returns for 10 years | N/A | 79.17 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...