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FWCBX vs HDRVX
FWCBX vs HDRVX Comparison
Open Charts FWCBX vs HDRVX
FWCBX vs HDRVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 128B vs. HDRVX (317M). FWCBX pays higher dividends than HDRVX: FWCBX (2.97) vs HDRVX (1.82). FWCBX was incepted earlier than HDRVX: FWCBX (6 years) vs HDRVX (11 years). HDRVX (0.99) is less costly to investors than FWCBX (0.31). FWCBX (50.00) and HDRVX (50.00) have comparable annual turnover. FWCBX has a lower initial minimum investment than HDRVX: FWCBX (250) vs HDRVX (1000000). HDRVX annual gain was more profitable for investors over the last year : 17.98 vs. FWCBX (11.67). HDRVX return over 5 years is better than : 60.72 vs. FWCBX (41.07).
| FWCBX | HDRVX | FWCBX / HDRVX | |
| Total Expense Ratio | 0.31 | 0.77 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 7.890 | 15.630 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 317M | 40,379% |
| Annual Yield % from dividends | 2.97 | 1.82 | 163% |
| Returns for 1 year | 11.67 | 17.98 | 65% |
| Returns for 3 years | 42.21 | 57.96 | 73% |
| Returns for 5 years | 41.07 | 60.72 | 68% |
| Returns for 10 years | N/A | 138.37 | - |
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