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FIWAX vs LTEFX
FIWAX vs LTEFX Comparison
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FIWAX vs LTEFX Comparison Chart in %
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FIWAX vs. LTEFX commentary
Sep 18, 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 FIWAX is a Hold and LTEFX is a Hold.
FUNDAMENTALS
Fundamentals
LTEFX has more cash in the bank: 5.88B vs. FIWAX (3.1B). LTEFX pays higher dividends than FIWAX: LTEFX (2.86) vs FIWAX (2.60). FIWAX was incepted earlier than LTEFX: FIWAX (8 years) vs LTEFX (18 years). LTEFX (0.37) is less costly to investors than FIWAX (0.25). LTEFX is a more actively managed with annual turnover of: 44.00 vs. FIWAX (22.00). FIWAX has a lower initial minimum investment than LTEFX: FIWAX (0) vs LTEFX (250). FIWAX annual gain was more profitable for investors over the last year : 0.41 vs. LTEFX (-2.54). FIWAX return over 5 years is better than : 6.19 vs. LTEFX (-4.93).
| FIWAX | LTEFX | FIWAX / LTEFX | |
| Total Expense Ratio | 0.25 | 0.37 | 68% |
| Annual Report Gross Expense Ratio | 0.25 | 0.37 | 68% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 0.137 | -2.490 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 5.88B | 53% |
| Annual Yield % from dividends | 2.60 | 2.86 | 91% |
| Returns for 1 year | 0.41 | -2.54 | -16% |
| Returns for 3 years | 10.31 | 2.75 | 375% |
| Returns for 5 years | 6.19 | -4.93 | -126% |
| Returns for 10 years | N/A | -1.64 | - |
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