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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
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CFWAX vs CFWIX Comparison Chart in %
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CFWAX vs. CFWIX commentary
Sep 13, 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 CFWAX is a Hold and CFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (552M) and CFWIX (552M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.15) vs CFWAX (0.93). CFWAX was incepted earlier than CFWIX: CFWAX (18 years) vs CFWIX (13 years). CFWAX (1.29) is less costly to investors than CFWIX (1.04). CFWAX (24.00) and CFWIX (24.00) have comparable annual turnover. CFWAX has a lower initial minimum investment than CFWIX: CFWAX (1000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : -1.08 vs. CFWAX (-1.34). CFWIX return over 5 years is better than : 6.84 vs. CFWAX (5.40).
| CFWAX | CFWIX | CFWAX / CFWIX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 1.04 | 124% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 3.531 | 3.709 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 552M | 100% |
| Annual Yield % from dividends | 0.93 | 1.15 | 81% |
| Returns for 1 year | -1.34 | -1.08 | 123% |
| Returns for 3 years | 20.44 | 21.44 | 95% |
| Returns for 5 years | 5.40 | 6.84 | 79% |
| Returns for 10 years | 91.62 | 96.41 | 95% |
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