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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$76.57
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets115.81B
PIMCO Dividend and Income A
Price$13.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets197.06M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. PQIZX (197M). PQIZX pays higher dividends than FWCBX: PQIZX (4.63) 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). FWCBX annual gain was more profitable for investors over the last year : 15.01 vs. PQIZX (13.66).
| 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 | 12.637 | 9.863 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 197M | 58,883% |
| Annual Yield % from dividends | 3.25 | 4.63 | 70% |
| Returns for 1 year | 15.01 | 13.66 | 110% |
| Returns for 3 years | 36.63 | 39.17 | 94% |
| Returns for 5 years | N/A | 75.69 | - |
| Returns for 10 years | N/A | 56.48 | - |
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