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FWCBX vs PDARX
FWCBX vs PDARX Comparison
Open Charts FWCBX vs PDARX
American Funds Capital Income Bldr 529F3
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
Principal Diversified Real Asset R6
Price$11.29
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets2.39B
FWCBX vs PDARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. PDARX (2.39B). FWCBX pays higher dividends than PDARX: FWCBX (3.42) vs PDARX (2.20). FWCBX was incepted earlier than PDARX: FWCBX (4 years) vs PDARX (10 years). PDARX (0.80) is less costly to investors than FWCBX (0.32). PDARX has a lower initial minimum investment than FWCBX: PDARX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 10.81 vs. PDARX (5.36).
| FWCBX | PDARX | FWCBX / PDARX | |
| Total Expense Ratio | 0.32 | 0.80 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 0.80 | 40% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 2.315 | 0.902 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.39B | 4,430% |
| Annual Yield % from dividends | 3.42 | 2.20 | 155% |
| Returns for 1 year | 10.81 | 5.36 | 202% |
| Returns for 3 years | 14.79 | -12.69 | -117% |
| Returns for 5 years | N/A | 33.45 | - |
| Returns for 10 years | N/A | 20.02 | - |