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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$68.75
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
Janus Henderson Responsible Intl DivS
Price$15.21
Change+$0.55 (+3.75%)
VolumeN/A
Net Assets202.54M
FWCBX vs HDQVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 100B vs. HDQVX (203M). FWCBX pays higher dividends than HDQVX: FWCBX (3.42) vs HDQVX (1.99). FWCBX was incepted earlier than HDQVX: FWCBX (4 years) vs HDQVX (8 years). HDQVX (4.49) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than HDQVX: FWCBX (250) vs HDQVX (2500). FWCBX annual gain was more profitable for investors over the last year : 1.25 vs. HDQVX (-4.83).
| FWCBX | HDQVX | FWCBX / HDQVX | |
| Total Expense Ratio | 0.32 | 1.35 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 4.49 | 7% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -3.281 | -2.728 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 203M | 49,261% |
| Annual Yield % from dividends | 3.42 | 1.99 | 171% |
| Returns for 1 year | 1.25 | -4.83 | -26% |
| Returns for 3 years | 7.41 | 14.11 | 53% |
| Returns for 5 years | N/A | 49.67 | - |
| Returns for 10 years | N/A | N/A | - |
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