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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
PIMCO Dividend and Income A
Price$14.89
Change+$0.97 (+6.97%)
VolumeN/A
Net Assets229.03M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. PQIZX (229M). PQIZX pays higher dividends than FWCBX: PQIZX (3.93) vs FWCBX (3.05). FWCBX was incepted earlier than PQIZX: FWCBX (5 years) vs PQIZX (14 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 : 21.19 vs. FWCBX (16.48). PQIZX return over 5 years is better than : 59.26 vs. FWCBX (48.63).
| FWCBX | PQIZX | FWCBX / PQIZX | |
| Total Expense Ratio | 0.31 | 1.27 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.590 | 4.053 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 229M | 52,838% |
| Annual Yield % from dividends | 3.05 | 3.93 | 78% |
| Returns for 1 year | 16.48 | 21.19 | 78% |
| Returns for 3 years | 36.26 | 45.83 | 79% |
| Returns for 5 years | 48.63 | 59.26 | 82% |
| Returns for 10 years | N/A | 134.09 | - |
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