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FEFAX vs FWMIX
FEFAX vs FWMIX Comparison
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FEFAX vs FWMIX Comparison Chart in %
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FEFAX vs. FWMIX commentary
Sep 13, 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 FEFAX is a Hold and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. FEFAX (491M). FWMIX pays higher dividends than FEFAX: FWMIX (1.46) vs FEFAX (0.84). FEFAX was incepted earlier than FWMIX: FEFAX (28 years) vs FWMIX (10 years). FEFAX (0.99) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. FEFAX (12.52). FEFAX has a lower initial minimum investment than FWMIX: FEFAX (2500) vs FWMIX (1000000). FEFAX annual gain was more profitable for investors over the last year : 9.06 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. FEFAX (15.66).
| FEFAX | FWMIX | FEFAX / FWMIX | |
| Total Expense Ratio | 0.90 | 0.26 | 346% |
| Annual Report Gross Expense Ratio | 0.99 | 0.26 | 381% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 14.133 | 4.550 | 311% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 218B | 0% |
| Annual Yield % from dividends | 0.84 | 1.46 | 58% |
| Returns for 1 year | 9.06 | 2.14 | 424% |
| Returns for 3 years | 41.15 | 30.43 | 135% |
| Returns for 5 years | 15.66 | 27.65 | 57% |
| Returns for 10 years | 1.89 | N/A | - |
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