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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$78.74
Change+$0.70 (+0.90%)
VolumeN/A
Net Assets118.67B
PIMCO Dividend and Income A
Price$13.96
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets198.03M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. PQIZX (198M). PQIZX pays higher dividends than FWCBX: PQIZX (4.61) vs FWCBX (3.25). 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 : 14.10 vs. FWCBX (12.98).
| 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 | 15.829 | 14.198 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 198M | 60,101% |
| Annual Yield % from dividends | 3.25 | 4.61 | 70% |
| Returns for 1 year | 12.98 | 14.10 | 92% |
| Returns for 3 years | 37.42 | 40.68 | 92% |
| Returns for 5 years | N/A | 74.95 | - |
| Returns for 10 years | N/A | 82.91 | - |
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