Interact to see
Advertisement
Advertisement
CFWIX vs FSDPX
CFWIX vs FSDPX Comparison
Open Charts CFWIX vs FSDPX
CFWIX vs FSDPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWIX vs. FSDPX 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 CFWIX is a Hold and FSDPX is a Hold.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 791M vs. CFWIX (552M). FSDPX pays higher dividends than CFWIX: FSDPX (1.29) vs CFWIX (1.15). 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 : 6.55 vs. CFWIX (-1.08). CFWIX (6.84) and FSDPX (6.64) have equivalent 5 years return.
| CFWIX | FSDPX | CFWIX / FSDPX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.04 | 0.69 | 151% |
| Fund Existence | 13 years | 40 years | - |
| Gain YTD | 3.709 | 9.113 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 791M | 70% |
| Annual Yield % from dividends | 1.15 | 1.29 | 89% |
| Returns for 1 year | -1.08 | 6.55 | -17% |
| Returns for 3 years | 21.44 | 6.13 | 350% |
| Returns for 5 years | 6.84 | 6.64 | 103% |
| Returns for 10 years | 96.41 | 47.67 | 202% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers