FWMIX
Price
$67.16
Change
-$0.18 (-0.27%)
Updated
Jul 13 closing price
Net Assets
219.02B
MCDVX
Price
$21.72
Change
+$0.02 (+0.09%)
Updated
Jul 13 closing price
Net Assets
20.56B
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FWMIX vs MCDVX

FWMIX vs MCDVX Comparison Chart in %
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FWMIX vs. MCDVX commentary
Jul 14, 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 MCDVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MCDVX (20.6B). FWMIX pays higher dividends than MCDVX: FWMIX (1.49) vs MCDVX (1.10). FWMIX was incepted earlier than MCDVX: FWMIX (9 years) vs MCDVX (32 years). MCDVX (1.70) is less costly to investors than FWMIX (0.26). MCDVX is a more actively managed with annual turnover of: 75.00 vs. FWMIX (29.00). MCDVX has a lower initial minimum investment than FWMIX: MCDVX (1000) vs FWMIX (1000000). MCDVX annual gain was more profitable for investors over the last year : 13.55 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. MCDVX (3.23).
FWMIXMCDVXFWMIX / MCDVX
Total Expense Ratio0.261.7015%
Annual Report Gross Expense Ratio0.261.7015%
Fund Existence9 years32 years-
Gain YTD3.88513.84528%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets219B20.6B1,063%
Annual Yield % from dividends1.491.10135%
Returns for 1 year5.8013.5543%
Returns for 3 years29.3423.65124%
Returns for 5 years28.263.23875%
Returns for 10 yearsN/A10.00-
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