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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Janus Henderson International Div S
Price$18.77
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets248.43M
FWCBX vs HDQVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. HDQVX (248M). FWCBX pays higher dividends than HDQVX: FWCBX (3.17) vs HDQVX (1.77). 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 (50.00). 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 : 14.27 vs. FWCBX (11.07).
| 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 | 17.342 | 25.668 | 68% |
| Front Load | N/A | N/A | - |
| 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 | 1.77 | 178% |
| Returns for 1 year | 11.07 | 14.27 | 78% |
| Returns for 3 years | 50.44 | 74.64 | 68% |
| Returns for 5 years | N/A | 70.77 | - |
| Returns for 10 years | N/A | N/A | - |
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