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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
Jun 04, 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 Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWMAX (214B) and FWMIX (214B) have equal amount of cash in the bank . FWMIX pays higher dividends than CWMAX: FWMIX (1.45) vs CWMAX (1.16). 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 (8.17) and CWMAX (7.79) have marching annual gain over last year. CWMAX (27.58) and FWMIX (26.97) 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 | 5.453 | 5.605 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 214B | 100% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 7.79 | 8.17 | 95% |
| Returns for 3 years | 31.93 | 33.31 | 96% |
| Returns for 5 years | 27.58 | 26.97 | 102% |
| Returns for 10 years | 102.62 | N/A | - |
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