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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$79.57
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.12B
PIMCO Dividend and Income A
Price$13.90
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets209.32M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. PQIZX (209M). PQIZX pays higher dividends than FWCBX: PQIZX (4.48) vs FWCBX (3.17). 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). PQIZX annual gain was more profitable for investors over the last year : 13.80 vs. FWCBX (13.04).
| 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 | 17.050 | 14.862 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 209M | 56,938% |
| Annual Yield % from dividends | 3.17 | 4.48 | 71% |
| Returns for 1 year | 13.04 | 13.80 | 94% |
| Returns for 3 years | 42.56 | 45.31 | 94% |
| Returns for 5 years | N/A | 75.39 | - |
| Returns for 10 years | N/A | 80.18 | - |