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FWCBX vs HDQVX
FWCBX vs HDQVX Comparison
Open Charts FWCBX vs HDQVX
American Funds Capital Income Bldr 529F3
Price$77.16
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
Janus Henderson International Div S
Price$18.15
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets252.7M
FWCBX vs HDQVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. HDQVX (253M). FWCBX pays higher dividends than HDQVX: FWCBX (3.08) vs HDQVX (1.76). FWCBX was incepted earlier than HDQVX: FWCBX (5 years) vs HDQVX (9 years). HDQVX (3.03) 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 : 20.48 vs. FWCBX (13.31). HDQVX return over 5 years is better than : 52.72 vs. FWCBX (46.00).
| FWCBX | HDQVX | FWCBX / HDQVX | |
| Total Expense Ratio | 0.32 | 1.27 | 25% |
| Annual Report Gross Expense Ratio | 0.32 | 3.03 | 11% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.247 | 21.517 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 253M | 47,826% |
| Annual Yield % from dividends | 3.08 | 1.76 | 175% |
| Returns for 1 year | 13.31 | 20.48 | 65% |
| Returns for 3 years | 34.20 | 49.00 | 70% |
| Returns for 5 years | 46.00 | 52.72 | 87% |
| Returns for 10 years | N/A | N/A | - |
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