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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFSIX vs FWMMX Comparison Chart in %
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BFSIX vs. FWMMX commentary
Sep 19, 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 BFSIX is a Hold and FWMMX is a Hold.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. BFSIX (60.9M). FWMMX pays higher dividends than BFSIX: FWMMX (1.38) vs BFSIX (0.16). BFSIX was incepted earlier than FWMMX: BFSIX (13 years) vs FWMMX (6 years). BFSIX (1.17) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. BFSIX (26.67). FWMMX has a lower initial minimum investment than BFSIX: FWMMX (250) vs BFSIX (1000). FWMMX annual gain was more profitable for investors over the last year : 1.28 vs. BFSIX (-1.59). FWMMX return over 5 years is better than : 28.96 vs. BFSIX (21.19).
| BFSIX | FWMMX | BFSIX / FWMMX | |
| Total Expense Ratio | 0.99 | 0.35 | 283% |
| Annual Report Gross Expense Ratio | 1.17 | 0.35 | 334% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.844 | 3.358 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 218B | 0% |
| Annual Yield % from dividends | 0.16 | 1.38 | 12% |
| Returns for 1 year | -1.59 | 1.28 | -124% |
| Returns for 3 years | 42.40 | 28.86 | 147% |
| Returns for 5 years | 21.19 | 28.96 | 73% |
| Returns for 10 years | 139.33 | N/A | - |
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