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FWCBX vs PDAIX
FWCBX vs PDAIX Comparison
Open Charts FWCBX vs PDAIX
American Funds Capital Income Bldr 529F3
Price$78.45
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
PineBridge Dynamic Asset Allc Instl
Price$12.50
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets122.8M
FWCBX vs PDAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. PDAIX (123M). FWCBX pays higher dividends than PDAIX: FWCBX (3.25) vs PDAIX (2.35). 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 : 11.45 vs. PDAIX (8.91).
| 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 | 15.403 | 8.947 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 123M | 95,935% |
| Annual Yield % from dividends | 3.25 | 2.35 | 138% |
| Returns for 1 year | 11.45 | 8.91 | 129% |
| Returns for 3 years | 38.32 | 23.29 | 165% |
| Returns for 5 years | N/A | 15.47 | - |
| Returns for 10 years | N/A | N/A | - |
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