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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
American Funds Capital Income Bldr 529F3
Price$76.62
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
Janus Henderson International Div A
Price$17.97
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets230.33M
FWCBX vs HDAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. HDAVX (230M). FWCBX pays higher dividends than HDAVX: FWCBX (3.25) vs HDAVX (1.77). 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 : 12.63 vs. HDAVX (9.69).
| 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 | 12.711 | 19.806 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 230M | 50,000% |
| Annual Yield % from dividends | 3.25 | 1.77 | 183% |
| Returns for 1 year | 12.63 | 9.69 | 130% |
| Returns for 3 years | 37.84 | 57.56 | 66% |
| Returns for 5 years | N/A | 64.99 | - |
| Returns for 10 years | N/A | 84.17 | - |
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