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FWCBX vs TIBAX
FWCBX vs TIBAX Comparison
Open Charts FWCBX vs TIBAX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Thornburg Investment Income Builder A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets17.68B
FWCBX vs TIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TIBAX (17.7B). TIBAX pays higher dividends than FWCBX: TIBAX (3.72) vs FWCBX (3.17). 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 : 23.45 vs. FWCBX (10.54).
| 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 | 16.542 | 27.554 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 17.7B | 672% |
| Annual Yield % from dividends | 3.17 | 3.72 | 85% |
| Returns for 1 year | 10.54 | 23.45 | 45% |
| Returns for 3 years | 51.88 | 87.91 | 59% |
| Returns for 5 years | N/A | 110.95 | - |
| Returns for 10 years | N/A | 138.03 | - |
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