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FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
PIMCO Dividend and Income Institutional
Price$14.12
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets213.77M
FWCBX vs PQIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. PQIIX (214M). PQIIX pays higher dividends than FWCBX: PQIIX (4.97) vs FWCBX (3.16). 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: 436.00 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 : 15.67 vs. FWCBX (13.35). PQIIX return over 5 years is better than : 67.93 vs. FWCBX (53.33).
| 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 | 16.957 | 16.895 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 214M | 55,607% |
| Annual Yield % from dividends | 3.16 | 4.97 | 64% |
| Returns for 1 year | 13.35 | 15.67 | 85% |
| Returns for 3 years | 39.43 | 46.05 | 86% |
| Returns for 5 years | 53.33 | 67.93 | 79% |
| Returns for 10 years | N/A | 87.49 | - |
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