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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$72.49
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
Janus Henderson Responsible Intl DivS
Price$16.72
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets210.19M
FWCBX vs HDQVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. HDQVX (210M). FWCBX pays higher dividends than HDQVX: FWCBX (3.41) vs HDQVX (1.94). FWCBX was incepted earlier than HDQVX: FWCBX (5 years) vs HDQVX (8 years). HDQVX (4.49) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. HDQVX (32.00). 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 : 10.92 vs. HDQVX (6.91).
| FWCBX | HDQVX | FWCBX / HDQVX | |
| Total Expense Ratio | 0.32 | 1.35 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 4.49 | 7% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 5.909 | 10.940 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 210M | 52,381% |
| Annual Yield % from dividends | 3.41 | 1.94 | 176% |
| Returns for 1 year | 10.92 | 6.91 | 158% |
| Returns for 3 years | 25.69 | 41.11 | 62% |
| Returns for 5 years | N/A | 67.51 | - |
| Returns for 10 years | N/A | N/A | - |
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