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FWMIX vs MADVX
FWMIX vs MADVX Comparison
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FWMIX vs MADVX Comparison Chart in %
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FWMIX vs. MADVX commentary
Aug 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 Buy and MADVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B 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 (29.00). 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 : 12.85 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. MADVX (10.99).
| 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 | 5.060 | 8.892 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 20.4B | 1,074% |
| Annual Yield % from dividends | 1.47 | 1.62 | 91% |
| Returns for 1 year | 7.06 | 12.85 | 55% |
| Returns for 3 years | 28.21 | 23.87 | 118% |
| Returns for 5 years | 29.03 | 10.99 | 264% |
| Returns for 10 years | N/A | 22.23 | - |
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