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CHDVX vs FWMIX
CHDVX vs FWMIX Comparison
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CHDVX vs FWMIX Comparison Chart in %
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CHDVX vs. FWMIX commentary
Jun 03, 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 Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. CHDVX (644M). CHDVX pays higher dividends than FWMIX: CHDVX (1.92) vs FWMIX (1.45). 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. FWMIX annual gain was more profitable for investors over the last year : 8.17 vs. CHDVX (6.90). FWMIX return over 5 years is better than : 26.97 vs. CHDVX (-9.11).
| CHDVX | FWMIX | CHDVX / FWMIX | |
| Total Expense Ratio | 0.75 | 0.26 | 288% |
| Annual Report Gross Expense Ratio | 1.11 | 0.26 | 427% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 7.206 | 5.605 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 214B | 0% |
| Annual Yield % from dividends | 1.92 | 1.45 | 132% |
| Returns for 1 year | 6.90 | 8.17 | 85% |
| Returns for 3 years | 3.97 | 33.31 | 12% |
| Returns for 5 years | -9.11 | 26.97 | -34% |
| Returns for 10 years | 3.68 | N/A | - |
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