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FUMBX vs TWARX
FUMBX vs TWARX Comparison
Open Charts FUMBX vs TWARX
FUMBX vs TWARX Comparison Chart in %
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FUMBX vs. TWARX commentary
Jul 17, 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 FUMBX is a Hold and TWARX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.57B vs. TWARX (182M). FUMBX pays higher dividends than TWARX: FUMBX (3.80) vs TWARX (3.10). FUMBX was incepted earlier than TWARX: FUMBX (9 years) vs TWARX (16 years). TWARX (1.04) is less costly to investors than FUMBX (0.03). TWARX is a more actively managed with annual turnover of: 210.00 vs. FUMBX (35.00). FUMBX has a lower initial minimum investment than TWARX: FUMBX (0) vs TWARX (2500). FUMBX annual gain was more profitable for investors over the last year : 3.13 vs. TWARX (2.67). FUMBX return over 5 years is better than : 6.86 vs. TWARX (4.93).
| FUMBX | TWARX | FUMBX / TWARX | |
| Total Expense Ratio | 0.03 | 1.04 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 3% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 0.257 | 0.301 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 182M | 1,963% |
| Annual Yield % from dividends | 3.80 | 3.10 | 123% |
| Returns for 1 year | 3.13 | 2.67 | 117% |
| Returns for 3 years | 12.76 | 10.77 | 118% |
| Returns for 5 years | 6.86 | 4.93 | 139% |
| Returns for 10 years | N/A | 10.13 | - |
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