Interact to see
Advertisement
Advertisement
FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
PIMCO Dividend and Income Institutional
Price$14.26
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets213.77M
FWCBX vs PQIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. PQIIX (214M). PQIIX pays higher dividends than FWCBX: PQIIX (4.97) vs FWCBX (3.16). FWCBX was incepted earlier than PQIIX: FWCBX (5 years) vs PQIIX (14 years). PQIIX (0.83) is less costly to investors than FWCBX (0.32). PQIIX is a more actively managed with annual turnover of: 436.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than PQIIX: FWCBX (250) vs PQIIX (1000000). PQIIX annual gain was more profitable for investors over the last year : 17.26 vs. FWCBX (15.32). PQIIX return over 5 years is better than : 73.57 vs. FWCBX (57.77).
| FWCBX | PQIIX | FWCBX / PQIIX | |
| Total Expense Ratio | 0.32 | 0.82 | 39% |
| Annual Report Gross Expense Ratio | 0.32 | 0.83 | 39% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 19.518 | 18.133 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 214M | 57,009% |
| Annual Yield % from dividends | 3.16 | 4.97 | 64% |
| Returns for 1 year | 15.32 | 17.26 | 89% |
| Returns for 3 years | 42.84 | 47.73 | 90% |
| Returns for 5 years | 57.77 | 73.57 | 79% |
| Returns for 10 years | N/A | 92.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers