Interact to see
Advertisement
Advertisement
FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$79.12
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets119.67B
PIMCO Dividend and Income Institutional
Price$13.97
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets209.32M
FWCBX vs PQIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. PQIIX (209M). PQIIX pays higher dividends than FWCBX: PQIIX (4.77) 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 : 14.23 vs. FWCBX (12.48).
| 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 | 17.050 | 15.079 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 209M | 57,416% |
| Annual Yield % from dividends | 3.17 | 4.77 | 66% |
| Returns for 1 year | 12.48 | 14.23 | 88% |
| Returns for 3 years | 43.56 | 46.72 | 93% |
| Returns for 5 years | N/A | 78.38 | - |
| Returns for 10 years | N/A | 86.48 | - |