CHDEX
Price
$14.54
Change
+$0.02 (+0.14%)
Updated
Jul 13 closing price
Net Assets
662.48M
FWMIX
Price
$67.16
Change
-$0.18 (-0.27%)
Updated
Jul 13 closing price
Net Assets
219.02B
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CHDEX vs FWMIX

CHDEX vs FWMIX Comparison Chart in %
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CHDEX vs. FWMIX commentary
Jul 14, 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: 219B vs. CHDEX (662M). CHDEX pays higher dividends than FWMIX: CHDEX (1.62) vs FWMIX (1.49). 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). CHDEX annual gain was more profitable for investors over the last year : 7.07 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. CHDEX (-6.25).
CHDEXFWMIXCHDEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio1.360.26523%
Fund Existence23 years9 years-
Gain YTD11.6783.885301%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets662M219B0%
Annual Yield % from dividends1.621.49109%
Returns for 1 year7.075.80122%
Returns for 3 years4.9229.3417%
Returns for 5 years-6.2528.26-22%
Returns for 10 years0.93N/A-
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