CHDVX
Price
$14.56
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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CHDVX vs FWMIX

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

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. CHDVX (662M). CHDVX pays higher dividends than FWMIX: CHDVX (1.88) vs FWMIX (1.49). CHDVX was incepted earlier than FWMIX: CHDVX (22 years) vs FWMIX (9 years). CHDVX (1.11) is less costly to investors than FWMIX (0.26). CHDVX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). CHDVX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. CHDVX annual gain was more profitable for investors over the last year : 7.29 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. CHDVX (-5.01).
CHDVXFWMIXCHDVX / FWMIX
Total Expense Ratio0.750.26288%
Annual Report Gross Expense Ratio1.110.26427%
Fund Existence22 years9 years-
Gain YTD11.7933.885304%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets662M219B0%
Annual Yield % from dividends1.881.49126%
Returns for 1 year7.295.80126%
Returns for 3 years5.7129.3419%
Returns for 5 years-5.0128.26-18%
Returns for 10 years3.53N/A-
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