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FWCBX vs PDAIX
FWCBX vs PDAIX Comparison
Open Charts FWCBX vs PDAIX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
PineBridge Dynamic Asset Allc Instl
Price$12.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets125.53M
FWCBX vs PDAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. PDAIX (126M). FWCBX pays higher dividends than PDAIX: FWCBX (3.16) vs PDAIX (2.20). FWCBX was incepted earlier than PDAIX: FWCBX (5 years) vs PDAIX (10 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 : 13.35 vs. PDAIX (9.59). FWCBX return over 5 years is better than : 53.33 vs. PDAIX (13.26).
| 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 | 10 years | - |
| Gain YTD | 16.957 | 11.316 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 126M | 94,444% |
| Annual Yield % from dividends | 3.16 | 2.20 | 144% |
| Returns for 1 year | 13.35 | 9.59 | 139% |
| Returns for 3 years | 39.43 | 28.88 | 137% |
| Returns for 5 years | 53.33 | 13.26 | 402% |
| Returns for 10 years | N/A | N/A | - |
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