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FWCBX vs PGDRX
FWCBX vs PGDRX Comparison
Open Charts FWCBX vs PGDRX
American Funds Capital Income Bldr 529F3
Price$68.10
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
Principal Diversified Real Asset R3
Price$10.73
Change-$0.10 (-0.92%)
VolumeN/A
Net Assets2.33B
FWCBX vs PGDRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 104B vs. PGDRX (2.33B). FWCBX pays higher dividends than PGDRX: FWCBX (3.42) vs PGDRX (1.29). FWCBX was incepted earlier than PGDRX: FWCBX (4 years) vs PGDRX (9 years). PGDRX (1.37) is less costly to investors than FWCBX (0.32). PGDRX has a lower initial minimum investment than FWCBX: PGDRX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 6.50 vs. PGDRX (-0.51).
| FWCBX | PGDRX | FWCBX / PGDRX | |
| Total Expense Ratio | 0.32 | 1.37 | 23% |
| Annual Report Gross Expense Ratio | 0.32 | 1.37 | 23% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 0.445 | -1.940 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 2.33B | 4,456% |
| Annual Yield % from dividends | 3.42 | 1.29 | 265% |
| Returns for 1 year | 6.50 | -0.51 | -1,279% |
| Returns for 3 years | 12.43 | -15.34 | -81% |
| Returns for 5 years | N/A | 25.47 | - |
| Returns for 10 years | N/A | N/A | - |
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