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CBVZX vs FTDWX
CBVZX vs FTDWX Comparison
Open Charts CBVZX vs FTDWX
CBVZX vs FTDWX Comparison Chart in %
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CBVZX vs. FTDWX commentary
Sep 21, 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 FTDWX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.31B vs. CBVZX (145M). CBVZX pays higher dividends than FTDWX: CBVZX (3.46) vs FTDWX (2.53). CBVZX was incepted earlier than FTDWX: CBVZX (16 years) vs FTDWX (20 years). FTDWX (1.03) is less costly to investors than CBVZX (0.71). CBVZX (31.00) and FTDWX (31.00) have comparable annual turnover. FTDWX has a lower initial minimum investment than CBVZX: FTDWX (0) vs CBVZX (2000). FTDWX annual gain was more profitable for investors over the last year : 5.25 vs. CBVZX (4.55). FTDWX return over 5 years is better than : 11.15 vs. CBVZX (8.57).
| CBVZX | FTDWX | CBVZX / FTDWX | |
| Total Expense Ratio | 0.70 | 1.01 | 69% |
| Annual Report Gross Expense Ratio | 0.71 | 1.03 | 69% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 3.066 | 3.593 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 145M | 6.31B | 2% |
| Annual Yield % from dividends | 3.46 | 2.53 | 137% |
| Returns for 1 year | 4.55 | 5.25 | 87% |
| Returns for 3 years | 27.38 | 23.91 | 115% |
| Returns for 5 years | 8.57 | 11.15 | 77% |
| Returns for 10 years | 29.41 | 31.42 | 94% |
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