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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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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 128B vs. HDAVX (317M). FWCBX pays higher dividends than HDAVX: FWCBX (2.97) vs HDAVX (1.61). 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). FWCBX (50.00) and HDAVX (50.00) have comparable annual turnover. 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 : 22.87 vs. FWCBX (12.18). HDAVX return over 5 years is better than : 63.24 vs. FWCBX (42.08).
| 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 | 7.411 | 16.989 | 44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 317M | 40,379% |
| Annual Yield % from dividends | 2.97 | 1.61 | 185% |
| Returns for 1 year | 12.18 | 22.87 | 53% |
| Returns for 3 years | 42.50 | 59.42 | 72% |
| Returns for 5 years | 42.08 | 63.24 | 67% |
| Returns for 10 years | N/A | 137.87 | - |
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