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FWCBX vs TIBCX
FWCBX vs TIBCX Comparison
Open Charts FWCBX vs TIBCX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets116.39B
Thornburg Investment Income Builder C
Price$30.34
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets16.51B
FWCBX vs TIBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. TIBCX (16.5B). FWCBX (3.25) and TIBCX (3.21) have matching dividends . FWCBX was incepted earlier than TIBCX: FWCBX (5 years) vs TIBCX (23 years). TIBCX (1.93) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBCX (24.81). FWCBX has a lower initial minimum investment than TIBCX: FWCBX (250) vs TIBCX (5000). TIBCX annual gain was more profitable for investors over the last year : 20.93 vs. FWCBX (14.28).
| FWCBX | TIBCX | FWCBX / TIBCX | |
| Total Expense Ratio | 0.32 | 1.93 | 17% |
| Annual Report Gross Expense Ratio | 0.32 | 1.93 | 17% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.270 | 20.399 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 16.5B | 703% |
| Annual Yield % from dividends | 3.25 | 3.21 | 101% |
| Returns for 1 year | 14.28 | 20.93 | 68% |
| Returns for 3 years | 36.45 | 60.35 | 60% |
| Returns for 5 years | N/A | 86.30 | - |
| Returns for 10 years | N/A | 92.35 | - |
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