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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
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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.27B vs. CBVZX (147M). CBVZX pays higher dividends than FTDWX: CBVZX (3.50) vs FTDWX (2.51). 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). CBVZX (7.98) and FTDWX (7.97) have marching annual gain over last year. FTDWX return over 5 years is better than : 11.48 vs. CBVZX (8.45).
| 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 | 2.858 | 3.547 | 81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 147M | 6.27B | 2% |
| Annual Yield % from dividends | 3.50 | 2.51 | 139% |
| Returns for 1 year | 7.98 | 7.97 | 100% |
| Returns for 3 years | 25.39 | 22.01 | 115% |
| Returns for 5 years | 8.45 | 11.48 | 74% |
| Returns for 10 years | 29.15 | 31.63 | 92% |
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