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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: 130B vs. HDIVX (314M). FWCBX pays higher dividends than HDIVX: FWCBX (2.93) vs HDIVX (1.86). 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 : 20.10 vs. FWCBX (12.11). HDIVX return over 5 years is better than : 65.79 vs. FWCBX (47.40).
| 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 | 11.695 | 19.184 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 314M | 41,401% |
| Annual Yield % from dividends | 2.93 | 1.86 | 158% |
| Returns for 1 year | 12.11 | 20.10 | 60% |
| Returns for 3 years | 49.26 | 67.43 | 73% |
| Returns for 5 years | 47.40 | 65.79 | 72% |
| Returns for 10 years | N/A | 133.67 | - |
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