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FWCBX vs HDAVX
FWCBX vs HDAVX Comparison
Open Charts FWCBX vs HDAVX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Janus Henderson International Div A
Price$18.82
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets248.43M
FWCBX vs HDAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. HDAVX (248M). FWCBX pays higher dividends than HDAVX: FWCBX (3.17) vs HDAVX (1.73). FWCBX was incepted earlier than HDAVX: FWCBX (5 years) vs HDAVX (13 years). HDAVX (1.32) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. HDAVX (50.00). FWCBX has a lower initial minimum investment than HDAVX: FWCBX (250) vs HDAVX (2500). HDAVX annual gain was more profitable for investors over the last year : 14.70 vs. FWCBX (11.07).
| FWCBX | HDAVX | FWCBX / HDAVX | |
| Total Expense Ratio | 0.32 | 1.16 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.32 | 24% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 17.342 | 26.117 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 248M | 48,387% |
| Annual Yield % from dividends | 3.17 | 1.73 | 183% |
| Returns for 1 year | 11.07 | 14.70 | 75% |
| Returns for 3 years | 50.44 | 74.84 | 67% |
| Returns for 5 years | N/A | 70.35 | - |
| Returns for 10 years | N/A | 102.44 | - |
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