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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
CGVIX vs FMDRX Comparison Chart in %
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CGVIX vs. FMDRX 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 CGVIX is a Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.28B vs. CGVIX (264M). FMDRX pays higher dividends than CGVIX: FMDRX (1.71) vs CGVIX (0.63). CGVIX was incepted earlier than FMDRX: CGVIX (18 years) vs FMDRX (13 years). CGVIX (1.13) is less costly to investors than FMDRX (0.89). CGVIX is a more actively managed with annual turnover of: 68.00 vs. FMDRX (42.28). CGVIX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMDRX annual gain was more profitable for investors over the last year : 2.41 vs. CGVIX (2.04). CGVIX return over 5 years is better than : 28.26 vs. FMDRX (11.47).
| CGVIX | FMDRX | CGVIX / FMDRX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 1.13 | 0.89 | 127% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 3.292 | 6.706 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 9.28B | 3% |
| Annual Yield % from dividends | 0.63 | 1.71 | 37% |
| Returns for 1 year | 2.04 | 2.41 | 85% |
| Returns for 3 years | 24.58 | 18.27 | 135% |
| Returns for 5 years | 28.26 | 11.47 | 246% |
| Returns for 10 years | 71.32 | 25.88 | 276% |
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