Ad is loading...
FWCBX vs PDRDX
FWCBX vs PDRDX Comparison
Open Charts FWCBX vs PDRDX
American Funds Capital Income Bldr 529F3
Price$69.39
Change+$0.36 (+0.52%)
VolumeN/A
CapitalizationN/A
Principal Diversified Real Asset Instl
Price$11.15
Change+$0.03 (+0.27%)
VolumeN/A
CapitalizationN/A
FWCBX vs PDRDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. PDRDX (2.67B). 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 : 8.77 vs. PDRDX (2.94).
| 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 | 8.068 | 2.644 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.67B | 3,977% |
| Annual Yield % from dividends | 3.54 | 2.58 | 137% |
| Returns for 1 year | 8.77 | 2.94 | 298% |
| Returns for 3 years | 11.16 | -6.63 | -168% |
| Returns for 5 years | N/A | 11.31 | - |
| Returns for 10 years | N/A | 19.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers