Interact to see
Advertisement
Advertisement
FWMIX vs MCDVX
FWMIX vs MCDVX Comparison
Open Charts FWMIX vs MCDVX
FWMIX vs MCDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. MCDVX commentary
Sep 02, 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 MCDVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MCDVX (20.5B). FWMIX pays higher dividends than MCDVX: FWMIX (1.47) vs MCDVX (0.89). FWMIX was incepted earlier than MCDVX: FWMIX (10 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 (32.00). 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 : 8.08 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 27.46 vs. MCDVX (2.38).
| FWMIX | MCDVX | FWMIX / MCDVX | |
| Total Expense Ratio | 0.26 | 1.70 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.70 | 15% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 5.896 | 8.912 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 20.5B | 1,063% |
| Annual Yield % from dividends | 1.47 | 0.89 | 165% |
| Returns for 1 year | 5.56 | 8.08 | 69% |
| Returns for 3 years | 31.22 | 22.73 | 137% |
| Returns for 5 years | 27.46 | 2.38 | 1,153% |
| Returns for 10 years | N/A | 4.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers