Interact to see
Advertisement
Advertisement
FWCBX vs PGMAX
FWCBX vs PGMAX Comparison
Open Charts FWCBX vs PGMAX
American Funds Capital Income Bldr 529F3
Price$76.62
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
PIMCO Global Core Asset Allocation A
Price$15.64
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets300.48M
FWCBX vs PGMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. PGMAX (300M). FWCBX pays higher dividends than PGMAX: FWCBX (3.25) vs PGMAX (0.98). FWCBX was incepted earlier than PGMAX: FWCBX (5 years) vs PGMAX (17 years). PGMAX (1.63) is less costly to investors than FWCBX (0.32). PGMAX is a more actively managed with annual turnover of: 615.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PGMAX: FWCBX (250) vs PGMAX (1000). FWCBX annual gain was more profitable for investors over the last year : 12.63 vs. PGMAX (9.86).
| FWCBX | PGMAX | FWCBX / PGMAX | |
| Total Expense Ratio | 0.32 | 1.56 | 21% |
| Annual Report Gross Expense Ratio | 0.32 | 1.63 | 20% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 12.711 | 8.586 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 300M | 38,333% |
| Annual Yield % from dividends | 3.25 | 0.98 | 333% |
| Returns for 1 year | 12.63 | 9.86 | 128% |
| Returns for 3 years | 37.84 | 35.32 | 107% |
| Returns for 5 years | N/A | 39.56 | - |
| Returns for 10 years | N/A | 70.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement