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FWCBX vs PGDRX
FWCBX vs PGDRX Comparison
Open Charts FWCBX vs PGDRX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Principal Diversified Real Asset R3
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
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FWCBX vs PGDRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. PGDRX (3.14B). FWCBX pays higher dividends than PGDRX: FWCBX (3.54) vs PGDRX (2.10). FWCBX was incepted earlier than PGDRX: FWCBX (4 years) vs PGDRX (8 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. PGDRX (72.40). 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 : 21.57 vs. PGDRX (12.20).
| FWCBX | PGDRX | FWCBX / PGDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 12.828 | 7.244 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.14B | 3,505% |
| Annual Yield % from dividends | 3.54 | 2.10 | 169% |
| Returns for 1 year | 21.57 | 12.20 | 177% |
| Returns for 3 years | 21.52 | -0.70 | -3,053% |
| Returns for 5 years | N/A | 17.72 | - |
| Returns for 10 years | N/A | N/A | - |
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