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FWCBX vs HDRVX
FWCBX vs HDRVX Comparison
Open Charts FWCBX vs HDRVX
American Funds Capital Income Bldr 529F3
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Janus Henderson International Div N
Price$18.27
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets220.62M
FWCBX vs HDRVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. HDRVX (221M). FWCBX pays higher dividends than HDRVX: FWCBX (3.25) vs HDRVX (2.02). FWCBX was incepted earlier than HDRVX: FWCBX (5 years) vs HDRVX (10 years). HDRVX (1.03) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. HDRVX (32.00). FWCBX has a lower initial minimum investment than HDRVX: FWCBX (250) vs HDRVX (1000000). FWCBX annual gain was more profitable for investors over the last year : 16.05 vs. HDRVX (13.73).
| FWCBX | HDRVX | FWCBX / HDRVX | |
| Total Expense Ratio | 0.32 | 0.84 | 38% |
| Annual Report Gross Expense Ratio | 0.32 | 1.03 | 31% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 13.226 | 21.618 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 221M | 52,489% |
| Annual Yield % from dividends | 3.25 | 2.02 | 161% |
| Returns for 1 year | 16.05 | 13.73 | 117% |
| Returns for 3 years | 36.51 | 58.32 | 63% |
| Returns for 5 years | N/A | 73.21 | - |
| Returns for 10 years | N/A | N/A | - |
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