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FWCBX vs PDAVX
FWCBX vs PDAVX Comparison
Open Charts FWCBX vs PDAVX
American Funds Capital Income Bldr 529F3
Price$79.58
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
PineBridge Dynamic Asset Allc Invt Svcng
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets128.82M
FWCBX vs PDAVX Comparison Chart in %
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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 : 13.14 vs. FWCBX (12.46).
| 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 | 17.830 | 13.848 | 129% |
| 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 | 12.46 | 13.14 | 95% |
| Returns for 3 years | 52.81 | 35.76 | 148% |
| Returns for 5 years | N/A | 21.17 | - |
| Returns for 10 years | N/A | N/A | - |
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