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FWCBX vs TIBGX
FWCBX vs TIBGX Comparison
Open Charts FWCBX vs TIBGX
American Funds Capital Income Bldr 529F3
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
Thornburg Investment Income Builder R4
Price$26.91
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets14.22B
FWCBX vs TIBGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. TIBGX (14.2B). TIBGX pays higher dividends than FWCBX: TIBGX (3.99) vs FWCBX (3.42). FWCBX was incepted earlier than TIBGX: FWCBX (4 years) vs TIBGX (17 years). TIBGX (1.61) is less costly to investors than FWCBX (0.32). 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 : 15.93 vs. FWCBX (10.81).
| FWCBX | TIBGX | FWCBX / TIBGX | |
| Total Expense Ratio | 0.32 | 1.44 | 22% |
| Annual Report Gross Expense Ratio | 0.32 | 1.61 | 20% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 2.315 | 5.892 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 14.2B | 746% |
| Annual Yield % from dividends | 3.42 | 3.99 | 86% |
| Returns for 1 year | 10.81 | 15.93 | 68% |
| Returns for 3 years | 14.79 | 32.10 | 46% |
| Returns for 5 years | N/A | 87.22 | - |
| Returns for 10 years | N/A | 69.51 | - |