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FWCBX vs TIBMX
FWCBX vs TIBMX Comparison
Open Charts FWCBX vs TIBMX
American Funds Capital Income Bldr 529F3
Price$75.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Thornburg Investment Income Builder R5
Price$29.67
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets15.84B
FWCBX vs TIBMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. TIBMX (15.8B). TIBMX pays higher dividends than FWCBX: TIBMX (4.11) vs FWCBX (3.30). 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 : 20.72 vs. FWCBX (13.42).
| 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 | 9.927 | 16.146 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 15.8B | 715% |
| Annual Yield % from dividends | 3.30 | 4.11 | 80% |
| Returns for 1 year | 13.42 | 20.72 | 65% |
| Returns for 3 years | 25.66 | 48.07 | 53% |
| Returns for 5 years | N/A | 85.37 | - |
| Returns for 10 years | N/A | 97.82 | - |
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