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CHTRX vs FWWMX
CHTRX vs FWWMX Comparison
Open Charts CHTRX vs FWWMX
CHTRX vs FWWMX Comparison Chart in %
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CHTRX vs. FWWMX commentary
Sep 12, 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 CHTRX is a Buy and FWWMX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. CHTRX (3.7B). FWWMX pays higher dividends than CHTRX: FWWMX (1.41) vs CHTRX (0.21). CHTRX was incepted earlier than FWWMX: CHTRX (58 years) vs FWWMX (6 years). CHTRX (1.01) is less costly to investors than FWWMX (0.31). CHTRX is a more actively managed with annual turnover of: 36.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than CHTRX: FWWMX (250) vs CHTRX (1000). CHTRX annual gain was more profitable for investors over the last year : 2.43 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. CHTRX (10.59).
| CHTRX | FWWMX | CHTRX / FWWMX | |
| Total Expense Ratio | 1.01 | 0.31 | 326% |
| Annual Report Gross Expense Ratio | 1.01 | 0.31 | 326% |
| Fund Existence | 58 years | 6 years | - |
| Gain YTD | 6.792 | 4.506 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 218B | 2% |
| Annual Yield % from dividends | 0.21 | 1.41 | 15% |
| Returns for 1 year | 2.43 | 2.09 | 116% |
| Returns for 3 years | 35.07 | 30.23 | 116% |
| Returns for 5 years | 10.59 | 30.17 | 35% |
| Returns for 10 years | 30.44 | N/A | - |
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