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FWCBX vs PQIZX
FWCBX vs PQIZX Comparison
Open Charts FWCBX vs PQIZX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
PIMCO Dividend and Income A
Price$14.33
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets220.1M
FWCBX vs PQIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. PQIZX (220M). PQIZX pays higher dividends than FWCBX: PQIZX (4.58) vs FWCBX (3.08). FWCBX was incepted earlier than PQIZX: FWCBX (5 years) vs PQIZX (14 years). PQIZX (1.28) 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 : 18.04 vs. FWCBX (13.31). PQIZX return over 5 years is better than : 59.86 vs. FWCBX (46.00).
| FWCBX | PQIZX | FWCBX / PQIZX | |
| Total Expense Ratio | 0.32 | 1.27 | 25% |
| Annual Report Gross Expense Ratio | 0.32 | 1.28 | 25% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 14.247 | 18.415 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 220M | 55,000% |
| Annual Yield % from dividends | 3.08 | 4.58 | 67% |
| Returns for 1 year | 13.31 | 18.04 | 74% |
| Returns for 3 years | 34.20 | 44.01 | 78% |
| Returns for 5 years | 46.00 | 59.86 | 77% |
| Returns for 10 years | N/A | 106.06 | - |
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