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FWCBX vs TIBGX
FWCBX vs TIBGX Comparison
Open Charts FWCBX vs TIBGX
American Funds Capital Income Bldr 529F3
Price$79.03
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets119.02B
Thornburg Investment Income Builder R4
Price$31.88
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets17.67B
FWCBX vs TIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. TIBGX (17.7B). TIBGX pays higher dividends than FWCBX: TIBGX (3.53) vs FWCBX (3.17). FWCBX was incepted earlier than TIBGX: FWCBX (5 years) vs TIBGX (18 years). TIBGX (1.61) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBGX (24.81). TIBGX has a lower initial minimum investment than FWCBX: TIBGX (0) vs FWCBX (250). TIBGX annual gain was more profitable for investors over the last year : 23.23 vs. FWCBX (10.54).
| FWCBX | TIBGX | FWCBX / TIBGX | |
| Total Expense Ratio | 0.32 | 1.44 | 22% |
| Annual Report Gross Expense Ratio | 0.32 | 1.61 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 16.542 | 27.359 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 17.7B | 672% |
| Annual Yield % from dividends | 3.17 | 3.53 | 90% |
| Returns for 1 year | 10.54 | 23.23 | 45% |
| Returns for 3 years | 52.83 | 88.79 | 60% |
| Returns for 5 years | N/A | 106.61 | - |
| Returns for 10 years | N/A | 129.76 | - |
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