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FWCBX vs TIBIX
FWCBX vs TIBIX Comparison
Open Charts FWCBX vs TIBIX
American Funds Capital Income Bldr 529F3
Price$73.77
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
Thornburg Investment Income Builder I
Price$29.17
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets15.52B
FWCBX vs TIBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 111B vs. TIBIX (15.5B). TIBIX pays higher dividends than FWCBX: TIBIX (4.39) vs FWCBX (3.41). FWCBX was incepted earlier than TIBIX: FWCBX (5 years) vs TIBIX (22 years). TIBIX (0.93) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBIX (24.81). FWCBX has a lower initial minimum investment than TIBIX: FWCBX (250) vs TIBIX (2500000). TIBIX annual gain was more profitable for investors over the last year : 18.77 vs. FWCBX (11.06).
| FWCBX | TIBIX | FWCBX / TIBIX | |
| Total Expense Ratio | 0.32 | 0.93 | 34% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 7.779 | 14.129 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 15.5B | 716% |
| Annual Yield % from dividends | 3.41 | 4.39 | 78% |
| Returns for 1 year | 11.06 | 18.77 | 59% |
| Returns for 3 years | 25.51 | 48.46 | 53% |
| Returns for 5 years | N/A | 102.98 | - |
| Returns for 10 years | N/A | 89.40 | - |
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