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CWMAX vs FWMIX
CWMAX vs FWMIX Comparison
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CWMAX vs FWMIX Comparison Chart in %
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CWMAX vs. FWMIX commentary
Aug 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 CWMAX is a Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWMAX (219B) and FWMIX (219B) have equal amount of cash in the bank . FWMIX pays higher dividends than CWMAX: FWMIX (1.47) vs CWMAX (1.18). CWMAX was incepted earlier than FWMIX: CWMAX (24 years) vs FWMIX (10 years). CWMAX (0.58) is less costly to investors than FWMIX (0.26). CWMAX (29.00) and FWMIX (29.00) have comparable annual turnover. CWMAX has a lower initial minimum investment than FWMIX: CWMAX (250) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.06 vs. CWMAX (6.69). CWMAX (29.66) and FWMIX (29.03) have equivalent 5 years return.
| CWMAX | FWMIX | CWMAX / FWMIX | |
| Total Expense Ratio | 0.58 | 0.26 | 223% |
| Annual Report Gross Expense Ratio | 0.58 | 0.26 | 223% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.846 | 5.060 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 219B | 100% |
| Annual Yield % from dividends | 1.18 | 1.47 | 80% |
| Returns for 1 year | 6.69 | 7.06 | 95% |
| Returns for 3 years | 26.89 | 28.21 | 95% |
| Returns for 5 years | 29.66 | 29.03 | 102% |
| Returns for 10 years | 96.44 | N/A | - |
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