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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
American Funds Capital Income Bldr 529F3
Price$75.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Janus Henderson Responsible Intl Div A
Price$17.81
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets210.19M
FWCBX vs HDAVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. HDAVX (210M). FWCBX pays higher dividends than HDAVX: FWCBX (3.30) vs HDAVX (1.79). FWCBX was incepted earlier than HDAVX: FWCBX (5 years) vs HDAVX (13 years). HDAVX (1.32) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. HDAVX (32.00). FWCBX has a lower initial minimum investment than HDAVX: FWCBX (250) vs HDAVX (2500). FWCBX annual gain was more profitable for investors over the last year : 13.42 vs. HDAVX (9.16).
| FWCBX | HDAVX | FWCBX / HDAVX | |
| Total Expense Ratio | 0.32 | 1.16 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.32 | 24% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 9.927 | 17.905 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 210M | 53,810% |
| Annual Yield % from dividends | 3.30 | 1.79 | 185% |
| Returns for 1 year | 13.42 | 9.16 | 147% |
| Returns for 3 years | 25.66 | 41.98 | 61% |
| Returns for 5 years | N/A | 64.80 | - |
| Returns for 10 years | N/A | 83.00 | - |