Interact to see
Advertisement
Advertisement
CHDEX vs FWMIX
CHDEX vs FWMIX Comparison
Open Charts CHDEX vs FWMIX
CHDEX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHDEX vs. FWMIX 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 CHDEX is a Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CHDEX (655M). CHDEX (1.51) and FWMIX (1.46) have matching dividends . CHDEX was incepted earlier than FWMIX: CHDEX (23 years) vs FWMIX (10 years). CHDEX (1.36) is less costly to investors than FWMIX (0.26). CHDEX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (32.00). CHDEX has a lower initial minimum investment than FWMIX: CHDEX (1000) vs FWMIX (1000000). CHDEX annual gain was more profitable for investors over the last year : 3.75 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. CHDEX (-5.55).
| CHDEX | FWMIX | CHDEX / FWMIX | |
| Total Expense Ratio | 1.00 | 0.26 | 385% |
| Annual Report Gross Expense Ratio | 1.36 | 0.26 | 523% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.967 | 4.550 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 218B | 0% |
| Annual Yield % from dividends | 1.51 | 1.46 | 104% |
| Returns for 1 year | 3.75 | 2.14 | 175% |
| Returns for 3 years | 8.84 | 30.43 | 29% |
| Returns for 5 years | -5.55 | 27.65 | -20% |
| Returns for 10 years | 5.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement