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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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FWCBX vs. HDIVX 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 HDIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 131B vs. HDIVX (364M). FWCBX pays higher dividends than HDIVX: FWCBX (2.91) vs HDIVX (1.83). 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). HDIVX is a more actively managed with annual turnover of: 63.00 vs. FWCBX (50.00). 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 : 17.55 vs. FWCBX (7.87). HDIVX return over 5 years is better than : 66.52 vs. FWCBX (44.51).
| 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 | 9.823 | 19.073 | 52% |
| Front Load | N/A | N/A | - |
| 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 | 1.83 | 159% |
| Returns for 1 year | 7.87 | 17.55 | 45% |
| Returns for 3 years | 45.51 | 65.36 | 70% |
| Returns for 5 years | 44.51 | 66.52 | 67% |
| Returns for 10 years | N/A | 138.11 | - |
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