Interact to see
Advertisement
Advertisement
FWCBX vs PDAIX
FWCBX vs PDAIX Comparison
Open Charts FWCBX vs PDAIX
American Funds Capital Income Bldr 529F3
Price$76.99
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
PineBridge Dynamic Asset Allc Instl
Price$12.35
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets121.77M
FWCBX vs PDAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. PDAIX (122M). FWCBX pays higher dividends than PDAIX: FWCBX (3.25) vs PDAIX (2.35). FWCBX was incepted earlier than PDAIX: FWCBX (5 years) vs PDAIX (9 years). PDAIX (1.15) is less costly to investors than FWCBX (0.32). PDAIX is a more actively managed with annual turnover of: 132.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PDAIX: FWCBX (250) vs PDAIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 15.44 vs. PDAIX (11.31).
| FWCBX | PDAIX | FWCBX / PDAIX | |
| Total Expense Ratio | 0.32 | 0.76 | 42% |
| Annual Report Gross Expense Ratio | 0.32 | 1.15 | 28% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.255 | 7.632 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 122M | 95,082% |
| Annual Yield % from dividends | 3.25 | 2.35 | 138% |
| Returns for 1 year | 15.44 | 11.31 | 137% |
| Returns for 3 years | 34.18 | 20.00 | 171% |
| Returns for 5 years | N/A | 16.81 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement