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FWMIX vs HCMAX
FWMIX vs HCMAX Comparison
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FWMIX vs HCMAX Comparison Chart in %
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FWMIX vs. HCMAX commentary
Jun 03, 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 FWMIX is a Hold and HCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. HCMAX (83M). HCMAX pays higher dividends than FWMIX: HCMAX (2.37) vs FWMIX (1.45). FWMIX was incepted earlier than HCMAX: FWMIX (9 years) vs HCMAX (25 years). HCMAX (1.03) is less costly to investors than FWMIX (0.26). HCMAX is a more actively managed with annual turnover of: 42.00 vs. FWMIX (29.00). HCMAX has a lower initial minimum investment than FWMIX: HCMAX (5000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 8.17 vs. HCMAX (3.73). FWMIX return over 5 years is better than : 26.97 vs. HCMAX (-13.27).
| FWMIX | HCMAX | FWMIX / HCMAX | |
| Total Expense Ratio | 0.26 | 0.95 | 27% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.605 | 6.151 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 83M | 257,831% |
| Annual Yield % from dividends | 1.45 | 2.37 | 61% |
| Returns for 1 year | 8.17 | 3.73 | 219% |
| Returns for 3 years | 33.31 | 3.27 | 1,018% |
| Returns for 5 years | 26.97 | -13.27 | -203% |
| Returns for 10 years | N/A | 73.98 | - |
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