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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
Jun 24, 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 (1.18) vs CFWAX (0.95). CFWAX was incepted earlier than CFWIX: CFWAX (18 years) vs CFWIX (12 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 (9.16) and CFWAX (8.86) have marching annual gain over last year. CFWIX return over 5 years is better than : 16.75 vs. CFWAX (15.22).
| 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 | 12 years | - |
| Gain YTD | 5.656 | 5.784 | 98% |
| 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 | 0.95 | 1.18 | 81% |
| Returns for 1 year | 8.86 | 9.16 | 97% |
| Returns for 3 years | 20.19 | 21.19 | 95% |
| Returns for 5 years | 15.22 | 16.75 | 91% |
| Returns for 10 years | 105.12 | 110.36 | 95% |
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