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FWCBX vs PMFYX
FWCBX vs PMFYX Comparison
Open Charts FWCBX vs PMFYX
American Funds Capital Income Bldr 529F3
Price$76.32
Change-$0.58 (-0.75%)
VolumeN/A
Net Assets116.29B
Victory Pioneer Multi-Asset Income Y
Price$12.55
Change-$0.09 (-0.71%)
VolumeN/A
Net Assets5.57B
FWCBX vs PMFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. PMFYX (5.57B). PMFYX pays higher dividends than FWCBX: PMFYX (6.37) vs FWCBX (3.25). FWCBX was incepted earlier than PMFYX: FWCBX (5 years) vs PMFYX (14 years). PMFYX (0.66) is less costly to investors than FWCBX (0.32). PMFYX is a more actively managed with annual turnover of: 62.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PMFYX: FWCBX (250) vs PMFYX (5000000). PMFYX annual gain was more profitable for investors over the last year : 16.53 vs. FWCBX (12.75).
| FWCBX | PMFYX | FWCBX / PMFYX | |
| Total Expense Ratio | 0.32 | 0.66 | 48% |
| Annual Report Gross Expense Ratio | 0.32 | 0.66 | 48% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.269 | 15.481 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 5.57B | 2,084% |
| Annual Yield % from dividends | 3.25 | 6.37 | 51% |
| Returns for 1 year | 12.75 | 16.53 | 77% |
| Returns for 3 years | 37.30 | 47.77 | 78% |
| Returns for 5 years | N/A | 71.82 | - |
| Returns for 10 years | N/A | 104.10 | - |
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