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CWMAX vs FWMIX
CWMAX vs FWMIX Comparison
Open Charts CWMAX vs FWMIX
CWMAX vs FWMIX Comparison Chart in %
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CWMAX vs. FWMIX commentary
Jul 11, 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 (1.49) vs CWMAX (1.19). CWMAX was incepted earlier than FWMIX: CWMAX (24 years) vs FWMIX (9 years). CWMAX (0.59) 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 : 5.67 vs. CWMAX (5.32). CWMAX (28.95) and FWMIX (28.33) have equivalent 5 years return.
| CWMAX | FWMIX | CWMAX / FWMIX | |
| Total Expense Ratio | 0.59 | 0.26 | 227% |
| Annual Report Gross Expense Ratio | 0.59 | 0.26 | 227% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 3.978 | 4.163 | 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 | 1.19 | 1.49 | 80% |
| Returns for 1 year | 5.32 | 5.67 | 94% |
| Returns for 3 years | 29.85 | 31.23 | 96% |
| Returns for 5 years | 28.95 | 28.33 | 102% |
| Returns for 10 years | 94.48 | N/A | - |
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