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FWMIX vs MADVX
FWMIX vs MADVX Comparison
Open Charts FWMIX vs MADVX
FWMIX vs MADVX Comparison Chart in %
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FWMIX vs. MADVX commentary
Aug 29, 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 MADVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MADVX (20.4B). MADVX pays higher dividends than FWMIX: MADVX (1.62) vs FWMIX (1.47). FWMIX was incepted earlier than MADVX: FWMIX (10 years) vs MADVX (38 years). MADVX (0.71) is less costly to investors than FWMIX (0.26). MADVX is a more actively managed with annual turnover of: 75.00 vs. FWMIX (32.00). FWMIX has a lower initial minimum investment than MADVX: FWMIX (1000000) vs MADVX (2000000). MADVX annual gain was more profitable for investors over the last year : 10.50 vs. FWMIX (5.90). FWMIX return over 5 years is better than : 28.03 vs. MADVX (10.34).
| FWMIX | MADVX | FWMIX / MADVX | |
| Total Expense Ratio | 0.26 | 0.71 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | 6.592 | 10.342 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 20.4B | 1,069% |
| Annual Yield % from dividends | 1.47 | 1.62 | 91% |
| Returns for 1 year | 5.90 | 10.50 | 56% |
| Returns for 3 years | 31.94 | 28.84 | 111% |
| Returns for 5 years | 28.03 | 10.34 | 271% |
| Returns for 10 years | N/A | 21.44 | - |
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