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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
PIMCO Dividend and Income A
Price$13.03
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets184.64M
FWCBX vs PQIZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. PQIZX (185M). PQIZX pays higher dividends than FWCBX: PQIZX (4.70) vs FWCBX (3.41). FWCBX was incepted earlier than PQIZX: FWCBX (5 years) vs PQIZX (13 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 : 11.53 vs. FWCBX (10.92).
| 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 | 13 years | - |
| Gain YTD | 5.909 | 5.813 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 185M | 59,459% |
| Annual Yield % from dividends | 3.41 | 4.70 | 72% |
| Returns for 1 year | 10.92 | 11.53 | 95% |
| Returns for 3 years | 25.69 | 29.58 | 87% |
| Returns for 5 years | N/A | 77.08 | - |
| Returns for 10 years | N/A | 42.93 | - |
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