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FWCBX vs PGMAX
FWCBX vs PGMAX Comparison
Open Charts FWCBX vs PGMAX
American Funds Capital Income Bldr 529F3
Price$72.25
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets109.1B
PIMCO Global Core Asset Allocation A
Price$14.59
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets285.89M
FWCBX vs PGMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. PGMAX (286M). FWCBX pays higher dividends than PGMAX: FWCBX (3.42) vs PGMAX (1.05). 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 : 11.43 vs. PGMAX (9.42).
| 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 | 5.295 | 1.133 | 467% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 286M | 38,112% |
| Annual Yield % from dividends | 3.42 | 1.05 | 327% |
| Returns for 1 year | 11.43 | 9.42 | 121% |
| Returns for 3 years | 22.45 | 18.58 | 121% |
| Returns for 5 years | N/A | 42.90 | - |
| Returns for 10 years | N/A | 57.71 | - |
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