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FBCIX vs HDCVX
FBCIX vs HDCVX Comparison
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FBCIX vs HDCVX Comparison Chart in %
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FBCIX vs. HDCVX commentary
Sep 17, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBCIX is a Hold and HDCVX is a Hold.
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 131B vs. HDCVX (364M). FBCIX pays higher dividends than HDCVX: FBCIX (2.88) vs HDCVX (1.21). FBCIX was incepted earlier than HDCVX: FBCIX (6 years) vs HDCVX (14 years). HDCVX (2.10) is less costly to investors than FBCIX (0.35). HDCVX is a more actively managed with annual turnover of: 63.00 vs. FBCIX (50.00). FBCIX has a lower initial minimum investment than HDCVX: FBCIX (250) vs HDCVX (2500). HDCVX annual gain was more profitable for investors over the last year : 14.95 vs. FBCIX (7.01). HDCVX return over 5 years is better than : 58.81 vs. FBCIX (44.01).
| FBCIX | HDCVX | FBCIX / HDCVX | |
| Total Expense Ratio | 0.35 | 1.84 | 19% |
| Annual Report Gross Expense Ratio | 0.35 | 2.10 | 17% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 8.737 | 17.327 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 364M | 35,989% |
| Annual Yield % from dividends | 2.88 | 1.21 | 237% |
| Returns for 1 year | 7.01 | 14.95 | 47% |
| Returns for 3 years | 43.18 | 58.01 | 74% |
| Returns for 5 years | 44.01 | 58.81 | 75% |
| Returns for 10 years | N/A | 115.96 | - |