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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
American Funds Capital Income Bldr 529F3
Price$78.90
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets119.04B
Janus Henderson International Div A
Price$18.64
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets242.85M
FWCBX vs HDAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. HDAVX (243M). FWCBX pays higher dividends than HDAVX: FWCBX (3.17) vs HDAVX (1.78). 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 annual gain was more profitable for investors over the last year : 14.36 vs. FWCBX (12.41).
| 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 | 16.823 | 24.006 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 243M | 48,971% |
| Annual Yield % from dividends | 3.17 | 1.78 | 178% |
| Returns for 1 year | 12.41 | 14.36 | 86% |
| Returns for 3 years | 42.94 | 65.74 | 65% |
| Returns for 5 years | N/A | 67.61 | - |
| Returns for 10 years | N/A | 102.77 | - |
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