Interact to see
Advertisement
Advertisement
CWMAX vs FWMIX
CWMAX vs FWMIX Comparison
Open Charts CWMAX vs FWMIX
CWMAX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWMAX vs. FWMIX commentary
Sep 13, 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 (218B) and FWMIX (218B) have equal amount of cash in the bank . FWMIX pays higher dividends than CWMAX: FWMIX (1.46) vs CWMAX (1.17). CWMAX was incepted earlier than FWMIX: CWMAX (25 years) vs FWMIX (10 years). CWMAX (0.58) is less costly to investors than FWMIX (0.26). CWMAX (32.00) and FWMIX (32.00) 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 : 2.14 vs. CWMAX (1.77). CWMAX (28.24) and FWMIX (27.65) 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 | 25 years | 10 years | - |
| Gain YTD | 4.288 | 4.550 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 218B | 100% |
| Annual Yield % from dividends | 1.17 | 1.46 | 80% |
| Returns for 1 year | 1.77 | 2.14 | 83% |
| Returns for 3 years | 29.07 | 30.43 | 96% |
| Returns for 5 years | 28.24 | 27.65 | 102% |
| Returns for 10 years | 98.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers