Interact to see
Advertisement
Advertisement
CHDVX vs FWMIX
CHDVX vs FWMIX Comparison
Open Charts CHDVX vs FWMIX
CHDVX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHDVX 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 CHDVX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CHDVX (648M). 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 : 8.19 vs. CHDVX (7.48). FWMIX return over 5 years is better than : 27.81 vs. CHDVX (-6.27).
| 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 | 8.511 | 1.642 | 518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 218B | 0% |
| Annual Yield % from dividends | 1.92 | 1.45 | 132% |
| Returns for 1 year | 7.48 | 8.19 | 91% |
| Returns for 3 years | 4.58 | 30.78 | 15% |
| Returns for 5 years | -6.27 | 27.81 | -23% |
| Returns for 10 years | 6.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement