CHDEX
Price
$14.24
Change
+$0.11 (+0.78%)
Updated
Jun 23 closing price
Net Assets
647.77M
FWMIX
Price
$65.52
Change
-$0.19 (-0.29%)
Updated
Jun 23 closing price
Net Assets
218.08B
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CHDEX vs FWMIX

CHDEX vs FWMIX Comparison Chart in %
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CHDEX vs. FWMIX 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 CHDEX is a Buy and FWMIX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CHDEX (648M). CHDEX pays higher dividends than FWMIX: CHDEX (1.66) vs FWMIX (1.45). CHDEX was incepted earlier than FWMIX: CHDEX (23 years) vs FWMIX (9 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 (29.00). CHDEX has a lower initial minimum investment than FWMIX: CHDEX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.07 vs. CHDEX (6.47). FWMIX return over 5 years is better than : 26.62 vs. CHDEX (-7.97).
CHDEXFWMIXCHDEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio1.360.26523%
Fund Existence23 years9 years-
Gain YTD8.4941.348630%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets648M218B0%
Annual Yield % from dividends1.661.45115%
Returns for 1 year6.477.0792%
Returns for 3 years3.8830.4013%
Returns for 5 years-7.9726.62-30%
Returns for 10 years3.64N/A-
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