Interact to see
Advertisement
Advertisement
FWCBX vs PDAVX
FWCBX vs PDAVX Comparison
Open Charts FWCBX vs PDAVX
American Funds Capital Income Bldr 529F3
Price$79.82
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets120.38B
PineBridge Dynamic Asset Allc Invt Svcng
Price$13.01
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets129.05M
FWCBX vs PDAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. PDAVX (129M). FWCBX pays higher dividends than PDAVX: FWCBX (3.17) vs PDAVX (2.08). FWCBX was incepted earlier than PDAVX: FWCBX (5 years) vs PDAVX (10 years). PDAVX (1.32) is less costly to investors than FWCBX (0.32). PDAVX is a more actively managed with annual turnover of: 132.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PDAVX: FWCBX (250) vs PDAVX (100000). PDAVX annual gain was more profitable for investors over the last year : 13.89 vs. FWCBX (12.82).
| FWCBX | PDAVX | FWCBX / PDAVX | |
| Total Expense Ratio | 0.32 | 0.91 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 1.32 | 24% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 18.186 | 14.023 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 129M | 93,023% |
| Annual Yield % from dividends | 3.17 | 2.08 | 152% |
| Returns for 1 year | 12.82 | 13.89 | 92% |
| Returns for 3 years | 49.36 | 37.34 | 132% |
| Returns for 5 years | N/A | 20.30 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement