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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Janus Henderson International Div A
Price$17.82
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets230.33M
FWCBX vs HDAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. HDAVX (230M). FWCBX pays higher dividends than HDAVX: FWCBX (3.25) vs HDAVX (1.81). 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). HDAVX (16.72) and FWCBX (16.02) have marching annual gain over last year.
| 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 | 13.726 | 18.939 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 230M | 50,435% |
| Annual Yield % from dividends | 3.25 | 1.81 | 180% |
| Returns for 1 year | 16.02 | 16.72 | 96% |
| Returns for 3 years | 34.46 | 50.16 | 69% |
| Returns for 5 years | N/A | 60.89 | - |
| Returns for 10 years | N/A | 84.16 | - |
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