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FWCBX vs HDIVX
FWCBX vs HDIVX Comparison
Open Charts FWCBX vs HDIVX
FWCBX vs HDIVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 128B vs. HDIVX (312M). FWCBX pays higher dividends than HDIVX: FWCBX (3.00) vs HDIVX (1.88). FWCBX was incepted earlier than HDIVX: FWCBX (6 years) vs HDIVX (14 years). HDIVX (1.08) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and HDIVX (50.00) have comparable annual turnover. FWCBX has a lower initial minimum investment than HDIVX: FWCBX (250) vs HDIVX (2500). HDIVX annual gain was more profitable for investors over the last year : 16.88 vs. FWCBX (10.71). HDIVX return over 5 years is better than : 60.79 vs. FWCBX (43.02).
| FWCBX | HDIVX | FWCBX / HDIVX | |
| Total Expense Ratio | 0.31 | 0.87 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.08 | 29% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 8.597 | 15.357 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 312M | 41,026% |
| Annual Yield % from dividends | 3.00 | 1.88 | 159% |
| Returns for 1 year | 10.71 | 16.88 | 63% |
| Returns for 3 years | 40.46 | 54.57 | 74% |
| Returns for 5 years | 43.02 | 60.79 | 71% |
| Returns for 10 years | N/A | 130.11 | - |
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