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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
FWCBX vs HDAVX Comparison Chart in %
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FWCBX vs. HDAVX commentary
Sep 13, 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 FWCBX is a Hold and HDAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 131B vs. HDAVX (364M). FWCBX pays higher dividends than HDAVX: FWCBX (2.91) vs HDAVX (1.68). FWCBX was incepted earlier than HDAVX: FWCBX (6 years) vs HDAVX (14 years). HDAVX (1.30) is less costly to investors than FWCBX (0.31). HDAVX is a more actively managed with annual turnover of: 63.00 vs. FWCBX (50.00). 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 : 17.18 vs. FWCBX (7.87). HDAVX return over 5 years is better than : 64.69 vs. FWCBX (44.51).
| FWCBX | HDAVX | FWCBX / HDAVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 9.823 | 18.895 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 364M | 35,989% |
| Annual Yield % from dividends | 2.91 | 1.68 | 174% |
| Returns for 1 year | 7.87 | 17.18 | 46% |
| Returns for 3 years | 45.51 | 64.21 | 71% |
| Returns for 5 years | 44.51 | 64.69 | 69% |
| Returns for 10 years | N/A | 132.10 | - |
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