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FWCBX vs PQIIX
FWCBX vs PQIIX Comparison
Open Charts FWCBX vs PQIIX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
PIMCO Dividend and Income Institutional
Price$14.38
Change-$0.19 (-1.30%)
VolumeN/A
Net Assets220.1M
FWCBX vs PQIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. PQIIX (220M). PQIIX pays higher dividends than FWCBX: PQIIX (4.86) vs FWCBX (3.08). FWCBX was incepted earlier than PQIIX: FWCBX (5 years) vs PQIIX (14 years). PQIIX (0.93) 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 : 18.33 vs. FWCBX (13.40). PQIIX return over 5 years is better than : 62.56 vs. FWCBX (45.88).
| FWCBX | PQIIX | FWCBX / PQIIX | |
| Total Expense Ratio | 0.32 | 0.92 | 35% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 14.158 | 18.711 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 220M | 55,000% |
| Annual Yield % from dividends | 3.08 | 4.86 | 63% |
| Returns for 1 year | 13.40 | 18.33 | 73% |
| Returns for 3 years | 34.22 | 45.34 | 75% |
| Returns for 5 years | 45.88 | 62.56 | 73% |
| Returns for 10 years | N/A | 113.14 | - |
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