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FWCBX vs TIBGX
FWCBX vs TIBGX Comparison
Open Charts FWCBX vs TIBGX
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
Thornburg Investment Income Builder R4
Price$30.76
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets16.76B
FWCBX vs TIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. TIBGX (16.8B). TIBGX pays higher dividends than FWCBX: TIBGX (3.68) vs FWCBX (3.25). 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 : 23.30 vs. FWCBX (15.27).
| 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 | 14.255 | 22.040 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 16.8B | 696% |
| Annual Yield % from dividends | 3.25 | 3.68 | 88% |
| Returns for 1 year | 15.27 | 23.30 | 66% |
| Returns for 3 years | 37.44 | 64.58 | 58% |
| Returns for 5 years | N/A | 95.02 | - |
| Returns for 10 years | N/A | 103.14 | - |
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