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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
PIMCO Dividend and Income A
Price$14.20
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets213.77M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. PQIZX (214M). PQIZX pays higher dividends than FWCBX: PQIZX (4.67) vs FWCBX (3.16). FWCBX was incepted earlier than PQIZX: FWCBX (5 years) vs PQIZX (14 years). PQIZX (1.18) is less costly to investors than FWCBX (0.32). PQIZX is a more actively managed with annual turnover of: 436.00 vs. FWCBX (56.00). 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 : 16.76 vs. FWCBX (14.69). PQIZX return over 5 years is better than : 70.43 vs. FWCBX (56.52).
| FWCBX | PQIZX | FWCBX / PQIZX | |
| Total Expense Ratio | 0.32 | 1.17 | 27% |
| Annual Report Gross Expense Ratio | 0.32 | 1.18 | 27% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 18.571 | 17.754 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 214M | 57,009% |
| Annual Yield % from dividends | 3.16 | 4.67 | 68% |
| Returns for 1 year | 14.69 | 16.76 | 88% |
| Returns for 3 years | 42.43 | 46.11 | 92% |
| Returns for 5 years | 56.52 | 70.43 | 80% |
| Returns for 10 years | N/A | 86.18 | - |
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