Interact to see
Advertisement
Advertisement
FWCBX vs PGMAX
FWCBX vs PGMAX Comparison
Open Charts FWCBX vs PGMAX
American Funds Capital Income Bldr 529F3
Price$75.00
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets113.16B
PIMCO Global Core Asset Allocation A
Price$15.33
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets291.94M
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: 113B vs. PGMAX (292M). FWCBX pays higher dividends than PGMAX: FWCBX (3.30) vs PGMAX (1.01). 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: 594.00 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 : 13.21 vs. PGMAX (10.07).
| 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 | 9.931 | 6.287 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 292M | 38,699% |
| Annual Yield % from dividends | 3.30 | 1.01 | 327% |
| Returns for 1 year | 13.21 | 10.07 | 131% |
| Returns for 3 years | 32.16 | 31.14 | 103% |
| Returns for 5 years | N/A | 41.87 | - |
| Returns for 10 years | N/A | 66.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement