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CFWIX vs FSDPX
CFWIX vs FSDPX Comparison
Open Charts CFWIX vs FSDPX
CFWIX vs FSDPX Comparison Chart in %
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CFWIX vs. FSDPX 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 CFWIX is a Hold and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 824M vs. CFWIX (552M). FSDPX pays higher dividends than CFWIX: FSDPX (1.30) vs CFWIX (1.18). CFWIX was incepted earlier than FSDPX: CFWIX (12 years) vs FSDPX (40 years). CFWIX (1.04) is less costly to investors than FSDPX (0.69). FSDPX is a more actively managed with annual turnover of: 56.00 vs. CFWIX (24.00). FSDPX has a lower initial minimum investment than CFWIX: FSDPX (0) vs CFWIX (1000000). FSDPX annual gain was more profitable for investors over the last year : 18.93 vs. CFWIX (9.16). CFWIX return over 5 years is better than : 16.75 vs. FSDPX (11.57).
| CFWIX | FSDPX | CFWIX / FSDPX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.04 | 0.69 | 151% |
| Fund Existence | 12 years | 40 years | - |
| Gain YTD | 5.784 | 11.875 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 824M | 67% |
| Annual Yield % from dividends | 1.18 | 1.30 | 90% |
| Returns for 1 year | 9.16 | 18.93 | 48% |
| Returns for 3 years | 21.19 | 13.97 | 152% |
| Returns for 5 years | 16.75 | 11.57 | 145% |
| Returns for 10 years | 110.36 | 55.90 | 197% |
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