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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
Aug 23, 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 StrongBuy and HCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. HCMAX (78.6M). HCMAX pays higher dividends than FWMIX: HCMAX (2.31) vs FWMIX (1.47). FWMIX was incepted earlier than HCMAX: FWMIX (10 years) vs HCMAX (26 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 (32.00). 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 : 7.57 vs. HCMAX (6.02). FWMIX return over 5 years is better than : 29.58 vs. HCMAX (-5.89).
| FWMIX | HCMAX | FWMIX / HCMAX | |
| Total Expense Ratio | 0.26 | 0.95 | 27% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 6.654 | 15.321 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 78.6M | 277,354% |
| Annual Yield % from dividends | 1.47 | 2.31 | 64% |
| Returns for 1 year | 7.57 | 6.02 | 126% |
| Returns for 3 years | 34.39 | 12.43 | 277% |
| Returns for 5 years | 29.58 | -5.89 | -502% |
| Returns for 10 years | N/A | 76.09 | - |
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