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FWCBX vs PDAIX
FWCBX vs PDAIX Comparison
Open Charts FWCBX vs PDAIX
American Funds Capital Income Bldr 529F3
Price$72.88
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets109.11B
PineBridge Dynamic Asset Allc Instl
Price$11.56
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets116.24M
FWCBX vs PDAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. PDAIX (116M). FWCBX pays higher dividends than PDAIX: FWCBX (3.41) vs PDAIX (2.51). 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 : 13.33 vs. PDAIX (7.38).
| 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 | 6.479 | 0.526 | 1,231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 116M | 93,966% |
| Annual Yield % from dividends | 3.41 | 2.51 | 136% |
| Returns for 1 year | 13.33 | 7.38 | 181% |
| Returns for 3 years | 23.27 | 8.46 | 275% |
| Returns for 5 years | N/A | 26.77 | - |
| Returns for 10 years | N/A | N/A | - |
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