Interact to see
Advertisement
Advertisement
FWMIX vs MADVX
FWMIX vs MADVX Comparison
Open Charts FWMIX vs MADVX
FWMIX vs MADVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. MADVX commentary
Sep 20, 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 MADVX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MADVX (20.2B). MADVX pays higher dividends than FWMIX: MADVX (1.61) vs FWMIX (1.46). 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 : 7.07 vs. FWMIX (1.37). FWMIX return over 5 years is better than : 26.68 vs. MADVX (10.30).
| 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 | 3.442 | 7.733 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 20.2B | 1,079% |
| Annual Yield % from dividends | 1.46 | 1.61 | 91% |
| Returns for 1 year | 1.37 | 7.07 | 19% |
| Returns for 3 years | 29.20 | 26.26 | 111% |
| Returns for 5 years | 26.68 | 10.30 | 259% |
| Returns for 10 years | N/A | 21.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CEMIX | 18.81 | 0.10 | +0.53% |
| Causeway Emerging Markets Instl | |||
| GSIQX | 23.25 | 0.09 | +0.39% |
| Goldman Sachs GQG Ptnrs Intl Opps R | |||
| IUASX | 33.02 | N/A | N/A |
| VY® Invesco Equity and Income S | |||
| AGTIX | 153.35 | -0.13 | -0.08% |
| AB Sustainable Global Thematic I | |||
| PDAIX | 13.67 | -0.04 | -0.29% |
| PineBridge Dynamic Asset Allc Instl | |||