CFWIX
Price
$31.45
Change
-$0.09 (-0.29%)
Updated
Jul 31 closing price
Net Assets
564.65M
FSDPX
Price
$96.55
Change
-$2.54 (-2.56%)
Updated
Jul 31 closing price
Net Assets
748.3M
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CFWIX vs FSDPX

CFWIX vs FSDPX Comparison Chart in %
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CFWIX vs. FSDPX 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 CFWIX is a StrongBuy and FSDPX is a Hold.

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FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 748M vs. CFWIX (565M). FSDPX pays higher dividends than CFWIX: FSDPX (1.38) vs CFWIX (1.14). CFWIX was incepted earlier than FSDPX: CFWIX (13 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 : 10.50 vs. CFWIX (7.19). CFWIX return over 5 years is better than : 13.48 vs. FSDPX (3.09).
CFWIXFSDPXCFWIX / FSDPX
Total Expense Ratio0.990.69143%
Annual Report Gross Expense Ratio1.040.69151%
Fund Existence13 years40 years-
Gain YTD7.0095.391130%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets565M748M76%
Annual Yield % from dividends1.141.3883%
Returns for 1 year7.1910.5068%
Returns for 3 years17.39-1.83-950%
Returns for 5 years13.483.09436%
Returns for 10 years102.3143.57235%
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