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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$75.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
Janus Henderson Responsible Intl DivS
Price$17.83
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets210.19M
FWCBX vs HDQVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. HDQVX (210M). FWCBX pays higher dividends than HDQVX: FWCBX (3.30) vs HDQVX (1.84). 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 : 13.35 vs. HDQVX (8.59).
| 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 | 9.985 | 17.841 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 210M | 53,810% |
| Annual Yield % from dividends | 3.30 | 1.84 | 179% |
| Returns for 1 year | 13.35 | 8.59 | 155% |
| Returns for 3 years | 24.85 | 41.74 | 60% |
| Returns for 5 years | N/A | 65.95 | - |
| Returns for 10 years | N/A | N/A | - |
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