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FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$76.13
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.02B
PIMCO Dividend and Income Institutional
Price$13.56
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets197.06M
FWCBX vs PQIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. PQIIX (197M). PQIIX pays higher dividends than FWCBX: PQIIX (4.92) vs FWCBX (3.25). FWCBX was incepted earlier than PQIIX: FWCBX (5 years) vs PQIIX (14 years). PQIIX (0.83) is less costly to investors than FWCBX (0.32). PQIIX is a more actively managed with annual turnover of: 408.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PQIIX: FWCBX (250) vs PQIIX (1000000). PQIIX annual gain was more profitable for investors over the last year : 12.76 vs. FWCBX (11.77).
| FWCBX | PQIIX | FWCBX / PQIIX | |
| Total Expense Ratio | 0.32 | 0.82 | 39% |
| Annual Report Gross Expense Ratio | 0.32 | 0.83 | 39% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 11.990 | 10.743 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 197M | 58,376% |
| Annual Yield % from dividends | 3.25 | 4.92 | 66% |
| Returns for 1 year | 11.77 | 12.76 | 92% |
| Returns for 3 years | 33.11 | 38.41 | 86% |
| Returns for 5 years | N/A | 76.74 | - |
| Returns for 10 years | N/A | 64.68 | - |
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