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FWCBX vs TIBGX
FWCBX vs TIBGX Comparison
Open Charts FWCBX vs TIBGX
American Funds Capital Income Bldr 529F3
Price$79.51
Change-$0.15 (-0.19%)
VolumeN/A
Net Assets120.22B
Thornburg Investment Income Builder R4
Price$31.97
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets17.89B
FWCBX vs TIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. TIBGX (17.9B). TIBGX pays higher dividends than FWCBX: TIBGX (3.55) 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 : 24.59 vs. FWCBX (12.36).
| 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 | 17.949 | 28.040 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 17.9B | 670% |
| Annual Yield % from dividends | 3.17 | 3.55 | 89% |
| Returns for 1 year | 12.36 | 24.59 | 50% |
| Returns for 3 years | 51.30 | 84.06 | 61% |
| Returns for 5 years | N/A | 103.48 | - |
| Returns for 10 years | N/A | 121.16 | - |
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