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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
PIMCO Dividend and Income A
Price$14.07
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets213.77M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. PQIZX (214M). PQIZX pays higher dividends than FWCBX: PQIZX (4.67) vs FWCBX (3.16). 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: 436.00 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 : 15.34 vs. FWCBX (13.35). PQIZX return over 5 years is better than : 65.15 vs. FWCBX (53.33).
| 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 | 16.957 | 16.597 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 214M | 55,607% |
| Annual Yield % from dividends | 3.16 | 4.67 | 68% |
| Returns for 1 year | 13.35 | 15.34 | 87% |
| Returns for 3 years | 39.43 | 44.54 | 89% |
| Returns for 5 years | 53.33 | 65.15 | 82% |
| Returns for 10 years | N/A | 81.23 | - |
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