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CHVCX vs FWMIX
CHVCX vs FWMIX Comparison
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CHVCX vs FWMIX Comparison Chart in %
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CHVCX 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 CHVCX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CHVCX (648M). FWMIX pays higher dividends than CHVCX: FWMIX (1.45) vs CHVCX (1.01). CHVCX was incepted earlier than FWMIX: CHVCX (22 years) vs FWMIX (9 years). CHVCX (2.11) is less costly to investors than FWMIX (0.26). CHVCX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). CHVCX has a lower initial minimum investment than FWMIX: CHVCX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 8.19 vs. CHVCX (6.03). FWMIX return over 5 years is better than : 27.81 vs. CHVCX (-11.92).
| CHVCX | FWMIX | CHVCX / FWMIX | |
| Total Expense Ratio | 1.75 | 0.26 | 673% |
| Annual Report Gross Expense Ratio | 2.11 | 0.26 | 812% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 8.075 | 1.642 | 492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 218B | 0% |
| Annual Yield % from dividends | 1.01 | 1.45 | 70% |
| Returns for 1 year | 6.03 | 8.19 | 74% |
| Returns for 3 years | 0.60 | 30.78 | 2% |
| Returns for 5 years | -11.92 | 27.81 | -43% |
| Returns for 10 years | -5.37 | N/A | - |
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