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FWCBX vs PDRDX
FWCBX vs PDRDX Comparison
Open Charts FWCBX vs PDRDX
American Funds Capital Income Bldr 529F3
Price$71.07
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
Principal Diversified Real Asset Instl
Price$11.42
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets2.53B
FWCBX vs PDRDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. PDRDX (2.53B). FWCBX pays higher dividends than PDRDX: FWCBX (3.54) vs PDRDX (2.58). FWCBX was incepted earlier than PDRDX: FWCBX (4 years) vs PDRDX (15 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. PDRDX (72.40). PDRDX has a lower initial minimum investment than FWCBX: PDRDX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 11.63 vs. PDRDX (7.37).
| FWCBX | PDRDX | FWCBX / PDRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 3.105 | 1.706 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.53B | 4,265% |
| Annual Yield % from dividends | 3.54 | 2.58 | 137% |
| Returns for 1 year | 11.63 | 7.37 | 158% |
| Returns for 3 years | 13.79 | -5.64 | -244% |
| Returns for 5 years | N/A | 14.54 | - |
| Returns for 10 years | N/A | 22.08 | - |
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