Ad is loading...
FWCBX vs PDAVX
FWCBX vs PDAVX Comparison
Open Charts FWCBX vs PDAVX
American Funds Capital Income Bldr 529F3
Price$72.13
Change+$0.15 (+0.21%)
VolumeN/A
Net Assets109.37B
PineBridge Dynamic Asset Allc Invt Svcng
Price$11.36
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets114.88M
FWCBX vs PDAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. PDAVX (115M). FWCBX pays higher dividends than PDAVX: FWCBX (3.42) vs PDAVX (2.37). FWCBX was incepted earlier than PDAVX: FWCBX (4 years) vs PDAVX (9 years). PDAVX (1.13) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than PDAVX: FWCBX (250) vs PDAVX (100000). FWCBX annual gain was more profitable for investors over the last year : 10.01 vs. PDAVX (3.06).
| FWCBX | PDAVX | FWCBX / PDAVX | |
| Total Expense Ratio | 0.32 | 0.90 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 1.13 | 28% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 5.383 | -0.789 | -682% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 115M | 94,783% |
| Annual Yield % from dividends | 3.42 | 2.37 | 144% |
| Returns for 1 year | 10.01 | 3.06 | 327% |
| Returns for 3 years | 16.88 | 2.96 | 571% |
| Returns for 5 years | N/A | 32.37 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...