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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
CBVZX vs FTCWX Comparison Chart in %
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CBVZX vs. FTCWX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBVZX is a Hold and FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 6.27B vs. CBVZX (147M). CBVZX pays higher dividends than FTCWX: CBVZX (3.50) vs FTCWX (2.01). CBVZX was incepted earlier than FTCWX: CBVZX (16 years) vs FTCWX (20 years). FTCWX (1.53) is less costly to investors than CBVZX (0.71). CBVZX (31.00) and FTCWX (31.00) have comparable annual turnover. FTCWX has a lower initial minimum investment than CBVZX: FTCWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 7.98 vs. FTCWX (7.39). FTCWX (8.62) and CBVZX (8.45) have equivalent 5 years return.
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | 0.70 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.71 | 1.53 | 46% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 2.858 | 3.248 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 147M | 6.27B | 2% |
| Annual Yield % from dividends | 3.50 | 2.01 | 174% |
| Returns for 1 year | 7.98 | 7.39 | 108% |
| Returns for 3 years | 25.39 | 20.17 | 126% |
| Returns for 5 years | 8.45 | 8.62 | 98% |
| Returns for 10 years | 29.15 | 25.10 | 116% |
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