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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
Jun 20, 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.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. FEFAX (470M). FWMIX pays higher dividends than FEFAX: FWMIX (1.45) vs FEFAX (0.84). FEFAX was incepted earlier than FWMIX: FEFAX (28 years) vs FWMIX (9 years). FEFAX (0.99) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 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 : 15.55 vs. FWMIX (8.60). FWMIX return over 5 years is better than : 30.36 vs. FEFAX (16.38).
| 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 | 9 years | - |
| Gain YTD | 7.116 | 2.106 | 338% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 218B | 0% |
| Annual Yield % from dividends | 0.84 | 1.45 | 58% |
| Returns for 1 year | 15.55 | 8.60 | 181% |
| Returns for 3 years | 31.08 | 24.45 | 127% |
| Returns for 5 years | 16.38 | 30.36 | 54% |
| Returns for 10 years | -2.25 | N/A | - |
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