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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: 127B vs. HDIVX (288M). 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 : 20.51 vs. FWCBX (12.88). HDIVX return over 5 years is better than : 61.65 vs. FWCBX (41.26).
| 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 | 7.274 | 15.795 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 288M | 44,097% |
| Annual Yield % from dividends | 2.97 | 1.75 | 170% |
| Returns for 1 year | 12.88 | 20.51 | 63% |
| Returns for 3 years | 42.73 | 59.84 | 71% |
| Returns for 5 years | 41.26 | 61.65 | 67% |
| Returns for 10 years | N/A | 129.08 | - |
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