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FEFRX vs FWMIX
FEFRX vs FWMIX Comparison
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FEFRX vs FWMIX Comparison Chart in %
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FEFRX vs. FWMIX commentary
Jun 24, 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 FEFRX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. FEFRX (470M). FWMIX pays higher dividends than FEFRX: FWMIX (1.45) vs FEFRX (1.00). FEFRX was incepted earlier than FWMIX: FEFRX (9 years) vs FWMIX (9 years). FEFRX (0.65) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. FEFRX (12.52). FEFRX has a lower initial minimum investment than FWMIX: FEFRX (0) vs FWMIX (1000000). FEFRX annual gain was more profitable for investors over the last year : 15.26 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. FEFRX (16.20).
| FEFRX | FWMIX | FEFRX / FWMIX | |
| Total Expense Ratio | 0.65 | 0.26 | 250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.26 | 250% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 5.391 | 1.642 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 218B | 0% |
| Annual Yield % from dividends | 1.00 | 1.45 | 69% |
| Returns for 1 year | 15.26 | 8.19 | 186% |
| Returns for 3 years | 35.83 | 30.78 | 116% |
| Returns for 5 years | 16.20 | 27.81 | 58% |
| Returns for 10 years | N/A | N/A | - |