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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
Sep 10, 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 StrongBuy and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 859B vs. CWMAX (218B). CWMAX pays higher dividends than FXAIX: CWMAX (1.17) vs FXAIX (1.03). CWMAX was incepted earlier than FXAIX: CWMAX (25 years) vs FXAIX (15 years). CWMAX (0.58) is less costly to investors than FXAIX (0.01). CWMAX is a more actively managed with annual turnover of: 32.00 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 : 19.18 vs. CWMAX (3.36). FXAIX return over 5 years is better than : 84.71 vs. CWMAX (28.18).
| CWMAX | FXAIX | CWMAX / FXAIX | |
| Total Expense Ratio | 0.58 | 0.01 | 3,867% |
| Annual Report Gross Expense Ratio | 0.58 | 0.01 | 3,867% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 4.242 | 12.979 | 33% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 859B | 25% |
| Annual Yield % from dividends | 1.17 | 1.03 | 113% |
| Returns for 1 year | 3.36 | 19.18 | 18% |
| Returns for 3 years | 29.15 | 78.97 | 37% |
| Returns for 5 years | 28.18 | 84.71 | 33% |
| Returns for 10 years | 97.54 | 298.83 | 33% |
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