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FWCBX vs PDAVX
FWCBX vs PDAVX Comparison
Open Charts FWCBX vs PDAVX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
PineBridge Dynamic Asset Allc Invt Svcng
Price$13.08
Change+$0.17 (+1.32%)
VolumeN/A
Net Assets131.75M
FWCBX vs PDAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. PDAVX (132M). FWCBX pays higher dividends than PDAVX: FWCBX (3.05) vs PDAVX (1.70). FWCBX was incepted earlier than PDAVX: FWCBX (5 years) vs PDAVX (10 years). PDAVX (1.32) is less costly to investors than FWCBX (0.31). PDAVX is a more actively managed with annual turnover of: 133.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than PDAVX: FWCBX (250) vs PDAVX (100000). FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. PDAVX (13.73). FWCBX return over 5 years is better than : 48.63 vs. PDAVX (9.86).
| FWCBX | PDAVX | FWCBX / PDAVX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.32 | 23% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.590 | 2.108 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 132M | 91,667% |
| Annual Yield % from dividends | 3.05 | 1.70 | 179% |
| Returns for 1 year | 16.48 | 13.73 | 120% |
| Returns for 3 years | 36.26 | 26.04 | 139% |
| Returns for 5 years | 48.63 | 9.86 | 493% |
| Returns for 10 years | N/A | N/A | - |
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