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FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$79.71
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
PIMCO Dividend and Income Institutional
Price$14.06
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets209.91M
FWCBX vs PQIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. PQIIX (210M). PQIIX pays higher dividends than FWCBX: PQIIX (4.99) vs FWCBX (3.17). 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 : 13.79 vs. FWCBX (12.86).
| 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 | 18.023 | 16.069 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 210M | 57,143% |
| Annual Yield % from dividends | 3.17 | 4.99 | 63% |
| Returns for 1 year | 12.86 | 13.79 | 93% |
| Returns for 3 years | 48.43 | 51.35 | 94% |
| Returns for 5 years | N/A | 83.78 | - |
| Returns for 10 years | N/A | 87.34 | - |
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