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CWMAX vs FXAIX
CWMAX vs FXAIX Comparison
Open Charts CWMAX vs FXAIX
CWMAX vs FXAIX Comparison Chart in %
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CWMAX vs. FXAIX commentary
Jun 12, 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 FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. CWMAX (218B). CWMAX pays higher dividends than FXAIX: CWMAX (1.16) vs FXAIX (1.03). CWMAX was incepted earlier than FXAIX: CWMAX (24 years) vs FXAIX (15 years). CWMAX (0.59) is less costly to investors than FXAIX (0.01). CWMAX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CWMAX: FXAIX (0) vs CWMAX (250). FXAIX annual gain was more profitable for investors over the last year : 22.12 vs. CWMAX (10.84). FXAIX return over 5 years is better than : 83.77 vs. CWMAX (27.26).
| CWMAX | FXAIX | CWMAX / FXAIX | |
| Total Expense Ratio | 0.59 | 0.01 | 3,933% |
| Annual Report Gross Expense Ratio | 0.59 | 0.01 | 3,933% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 5.298 | 6.719 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 832B | 26% |
| Annual Yield % from dividends | 1.16 | 1.03 | 113% |
| Returns for 1 year | 10.84 | 22.12 | 49% |
| Returns for 3 years | 30.15 | 74.37 | 41% |
| Returns for 5 years | 27.26 | 83.77 | 33% |
| Returns for 10 years | 103.13 | 287.54 | 36% |
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