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FWCBX vs TIBGX
FWCBX vs TIBGX Comparison
Open Charts FWCBX vs TIBGX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
Thornburg Investment Income Builder R4
Price$29.54
Change-$0.21 (-0.71%)
VolumeN/A
Net Assets15.99B
FWCBX vs TIBGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. TIBGX (16B). TIBGX pays higher dividends than FWCBX: TIBGX (3.78) vs FWCBX (3.30). FWCBX was incepted earlier than TIBGX: FWCBX (5 years) vs TIBGX (17 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 : 22.07 vs. FWCBX (14.20).
| 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 | 17 years | - |
| Gain YTD | 10.519 | 16.241 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 16B | 719% |
| Annual Yield % from dividends | 3.30 | 3.78 | 87% |
| Returns for 1 year | 14.20 | 22.07 | 64% |
| Returns for 3 years | 35.55 | 57.81 | 61% |
| Returns for 5 years | N/A | 92.04 | - |
| Returns for 10 years | N/A | 91.37 | - |
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