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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 (317M). FWCBX pays higher dividends than HDIVX: FWCBX (2.97) vs HDIVX (1.75). 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 : 23.20 vs. FWCBX (12.18). HDIVX return over 5 years is better than : 65.24 vs. FWCBX (42.08).
| 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 | 7.411 | 17.115 | 43% |
| Front Load | N/A | N/A | - |
| 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 | 1.75 | 170% |
| Returns for 1 year | 12.18 | 23.20 | 53% |
| Returns for 3 years | 42.50 | 60.65 | 70% |
| Returns for 5 years | 42.08 | 65.24 | 64% |
| Returns for 10 years | N/A | 143.93 | - |
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