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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$74.86
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets113.33B
PIMCO Dividend and Income A
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets189.23M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. PQIZX (189M). PQIZX pays higher dividends than FWCBX: PQIZX (4.63) vs FWCBX (3.30). FWCBX was incepted earlier than PQIZX: FWCBX (5 years) vs PQIZX (14 years). PQIZX (1.18) is less costly to investors than FWCBX (0.32). PQIZX is a more actively managed with annual turnover of: 408.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PQIZX: FWCBX (250) vs PQIZX (1000). FWCBX (13.18) and PQIZX (12.61) have marching annual gain over last year.
| FWCBX | PQIZX | FWCBX / PQIZX | |
| Total Expense Ratio | 0.32 | 1.17 | 27% |
| Annual Report Gross Expense Ratio | 0.32 | 1.18 | 27% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 10.122 | 8.145 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 189M | 59,788% |
| Annual Yield % from dividends | 3.30 | 4.63 | 71% |
| Returns for 1 year | 13.18 | 12.61 | 105% |
| Returns for 3 years | 36.63 | 37.97 | 96% |
| Returns for 5 years | N/A | 69.23 | - |
| Returns for 10 years | N/A | 50.01 | - |
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