FWCBX has more cash in the bank: 128B vs. PQIZX (298M). PQIZX pays higher dividends than FWCBX: PQIZX (3.77) vs FWCBX (2.93). FWCBX was incepted earlier than PQIZX: FWCBX (6 years) vs PQIZX (15 years). PQIZX (1.28) is less costly to investors than FWCBX (0.31). PQIZX is a more actively managed with annual turnover of: 436.00 vs. FWCBX (50.00). 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 : 18.66 vs. FWCBX (13.53). PQIZX return over 5 years is better than : 53.54 vs. FWCBX (46.27).

	FWCBX	PQIZX	FWCBX / PQIZX
Total Expense Ratio	0.31	1.27	24%
Annual Report Gross Expense Ratio	0.31	1.28	24%
Fund Existence	6 years	15 years	-
Gain YTD	10.614	10.316	103%
Front Load	N/A	6%	-
Min. Initial Investment	250	1000	25%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	128B	298M	42,953%
Annual Yield % from dividends	2.93	3.77	78%
Returns for 1 year	13.53	18.66	73%
Returns for 3 years	42.54	49.97	85%
Returns for 5 years	46.27	53.54	86%
Returns for 10 years	N/A	121.62	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
GBLAX	42.66	0.19	+0.45%
American Funds Global Balanced A
HRTVX	63.07	0.13	+0.21%
Heartland Value Investor
IPSIX	25.99	-0.03	-0.12%
Voya Index Plus SmallCap Port I
CSCRX	40.07	-0.07	-0.17%
Columbia Small Cap Growth Inst2
TEPIX	59.59	-0.20	-0.33%
ProFunds Technology UltraSector Inv