FEFAX
Price
$32.44
Change
-$0.06 (-0.18%)
Updated
Aug 20 closing price
Net Assets
494.22M
FWMIX
Price
$68.60
Change
-$0.41 (-0.59%)
Updated
Aug 20 closing price
Net Assets
217.88B
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FEFAX vs FWMIX

FEFAX vs FWMIX Comparison Chart in %
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FEFAX vs. FWMIX commentary
Aug 22, 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 Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. FEFAX (494M). FWMIX pays higher dividends than FEFAX: FWMIX (1.47) vs FEFAX (0.88). 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 : 14.11 vs. FWMIX (7.46). FWMIX return over 5 years is better than : 29.70 vs. FEFAX (16.62).
FEFAXFWMIXFEFAX / FWMIX
Total Expense Ratio0.900.26346%
Annual Report Gross Expense Ratio0.990.26381%
Fund Existence28 years10 years-
Gain YTD13.6436.746202%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets494M218B0%
Annual Yield % from dividends0.881.4760%
Returns for 1 year14.117.46189%
Returns for 3 years39.9634.53116%
Returns for 5 years16.6229.7056%
Returns for 10 years-1.24N/A-
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