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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$77.31
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Janus Henderson International Div S
Price$17.98
Change+$0.21 (+1.18%)
VolumeN/A
Net Assets230.33M
FWCBX vs HDQVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. HDQVX (230M). FWCBX pays higher dividends than HDQVX: FWCBX (3.25) vs HDQVX (1.86). 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). HDQVX annual gain was more profitable for investors over the last year : 17.10 vs. FWCBX (16.02).
| 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 | 13.726 | 19.754 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 230M | 50,435% |
| Annual Yield % from dividends | 3.25 | 1.86 | 175% |
| Returns for 1 year | 16.02 | 17.10 | 94% |
| Returns for 3 years | 34.46 | 51.52 | 67% |
| Returns for 5 years | N/A | 63.24 | - |
| Returns for 10 years | N/A | N/A | - |
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