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FWCBX vs TIBMX
FWCBX vs TIBMX Comparison
Open Charts FWCBX vs TIBMX
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.59B
Thornburg Investment Income Builder R5
Price$28.31
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets14.96B
FWCBX vs TIBMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. TIBMX (15B). TIBMX pays higher dividends than FWCBX: TIBMX (4.29) vs FWCBX (3.41). FWCBX was incepted earlier than TIBMX: FWCBX (5 years) vs TIBMX (18 years). TIBMX (1.29) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. TIBMX (24.81). TIBMX has a lower initial minimum investment than FWCBX: TIBMX (0) vs FWCBX (250). TIBMX annual gain was more profitable for investors over the last year : 16.82 vs. FWCBX (10.52).
| FWCBX | TIBMX | FWCBX / TIBMX | |
| Total Expense Ratio | 0.32 | 1.03 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.29 | 25% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 6.070 | 10.822 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 15B | 733% |
| Annual Yield % from dividends | 3.41 | 4.29 | 79% |
| Returns for 1 year | 10.52 | 16.82 | 63% |
| Returns for 3 years | 26.00 | 47.22 | 55% |
| Returns for 5 years | N/A | 96.82 | - |
| Returns for 10 years | N/A | 85.24 | - |
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