CHDVX
Price
$15.09
Change
-$0.10 (-0.66%)
Updated
Sep 4 closing price
Net Assets
675.17M
FWMIX
Price
$68.46
Change
-$0.38 (-0.55%)
Updated
Sep 4 closing price
Net Assets
217.88B
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CHDVX vs FWMIX

CHDVX vs FWMIX Comparison Chart in %
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CHDVX vs. FWMIX commentary
Sep 05, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CHDVX (675M). CHDVX pays higher dividends than FWMIX: CHDVX (1.75) vs FWMIX (1.46). CHDVX was incepted earlier than FWMIX: CHDVX (22 years) vs FWMIX (10 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 (32.00). CHDVX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. CHDVX annual gain was more profitable for investors over the last year : 7.52 vs. FWMIX (5.54). FWMIX return over 5 years is better than : 27.02 vs. CHDVX (-3.73).
CHDVXFWMIXCHDVX / FWMIX
Total Expense Ratio0.750.26288%
Annual Report Gross Expense Ratio1.110.26427%
Fund Existence22 years10 years-
Gain YTD17.0595.896289%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets675M218B0%
Annual Yield % from dividends1.751.46120%
Returns for 1 year7.525.54136%
Returns for 3 years12.4631.9439%
Returns for 5 years-3.7327.02-14%
Returns for 10 years7.59N/A-
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