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FWCBX vs PDRDX
FWCBX vs PDRDX Comparison
Open Charts FWCBX vs PDRDX
American Funds Capital Income Bldr 529F3
Price$66.20
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
Principal Diversified Real Asset Instl
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets2.27B
FWCBX vs PDRDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 101B vs. PDRDX (2.27B). FWCBX pays higher dividends than PDRDX: FWCBX (3.42) vs PDRDX (2.15). FWCBX was incepted earlier than PDRDX: FWCBX (4 years) vs PDRDX (15 years). PDRDX (0.90) is less costly to investors than FWCBX (0.32). 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 : 1.55 vs. PDRDX (-3.45).
| FWCBX | PDRDX | FWCBX / PDRDX | |
| Total Expense Ratio | 0.32 | 0.85 | 38% |
| Annual Report Gross Expense Ratio | 0.32 | 0.90 | 36% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -3.281 | -4.605 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 2.27B | 4,443% |
| Annual Yield % from dividends | 3.42 | 2.15 | 159% |
| Returns for 1 year | 1.55 | -3.45 | -45% |
| Returns for 3 years | 7.41 | -16.86 | -44% |
| Returns for 5 years | N/A | 25.42 | - |
| Returns for 10 years | N/A | 13.85 | - |
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