FWMMX has more cash in the bank: 219B vs. CAVYX (463M). FWMMX pays higher dividends than CAVYX: FWMMX (1.39) vs CAVYX (0.77). CAVYX was incepted earlier than FWMMX: CAVYX (11 years) vs FWMMX (6 years). CAVYX (0.82) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. CAVYX (21.00). FWMMX has a lower initial minimum investment than CAVYX: FWMMX (250) vs CAVYX (500). CAVYX annual gain was more profitable for investors over the last year : 14.20 vs. FWMMX (8.94). FWMMX return over 5 years is better than : 32.19 vs. CAVYX (17.00).

	CAVYX	FWMMX	CAVYX / FWMMX
Total Expense Ratio	0.61	0.35	174%
Annual Report Gross Expense Ratio	0.82	0.35	234%
Fund Existence	11 years	6 years	-
Gain YTD	13.601	7.329	186%
Front Load	N/A	N/A	-
Min. Initial Investment	500	250	200%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	463M	219B	0%
Annual Yield % from dividends	0.77	1.39	55%
Returns for 1 year	14.20	8.94	159%
Returns for 3 years	45.80	32.70	140%
Returns for 5 years	17.00	32.19	53%
Returns for 10 years	113.26	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
OSVCX	20.35	N/A	N/A
JPMorgan Small Cap Value C
SVFDX	96.60	N/A	N/A
Smead Value R1
VSIAX	107.35	N/A	N/A
Vanguard Morn Small Cap Value Index Adm
IENRX	13.38	N/A	N/A
Nomura Climate Solutions R6
VRGEX	39.63	N/A	N/A
Virtus Duff & Phelps Glb Rl Estt Secs R6