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FWCBX vs TIBAX
FWCBX vs TIBAX Comparison
Open Charts FWCBX vs TIBAX
American Funds Capital Income Bldr 529F3
Price$74.73
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets113.16B
Thornburg Investment Income Builder A
Price$29.46
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets15.98B
FWCBX vs TIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. TIBAX (16B). TIBAX pays higher dividends than FWCBX: TIBAX (3.99) vs FWCBX (3.30). FWCBX was incepted earlier than TIBAX: FWCBX (5 years) vs TIBAX (23 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 : 20.52 vs. FWCBX (12.80).
| 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 | 23 years | - |
| Gain YTD | 9.931 | 17.070 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 16B | 706% |
| Annual Yield % from dividends | 3.30 | 3.99 | 83% |
| Returns for 1 year | 12.80 | 20.52 | 62% |
| Returns for 3 years | 34.27 | 58.22 | 59% |
| Returns for 5 years | N/A | 91.38 | - |
| Returns for 10 years | N/A | 91.68 | - |
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