FWCBX has more cash in the bank: 128B vs. HDIVX (312M). FWCBX pays higher dividends than HDIVX: FWCBX (2.93) 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 : 22.73 vs. FWCBX (13.53). HDIVX return over 5 years is better than : 65.17 vs. FWCBX (46.27).

	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	10.614	19.128	55%
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	2.93	1.88	156%
Returns for 1 year	13.53	22.73	60%
Returns for 3 years	42.54	61.07	70%
Returns for 5 years	46.27	65.17	71%
Returns for 10 years	N/A	137.63	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
GBLAX	42.66	0.19	+0.45%
American Funds Global Balanced A
HRTVX	63.07	0.13	+0.21%
Heartland Value Investor
IPSIX	25.99	-0.03	-0.12%
Voya Index Plus SmallCap Port I
CSCRX	40.07	-0.07	-0.17%
Columbia Small Cap Growth Inst2
TEPIX	59.59	-0.20	-0.33%
ProFunds Technology UltraSector Inv