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FUMBX vs TWARX
FUMBX vs TWARX Comparison
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FUMBX vs TWARX Comparison Chart in %
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FUMBX vs. TWARX commentary
Jun 14, 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: 3.63B vs. TWARX (183M). FUMBX pays higher dividends than TWARX: FUMBX (3.76) vs TWARX (3.09). 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 : 3.20 vs. TWARX (2.67). FUMBX return over 5 years is better than : 6.66 vs. TWARX (4.67).
| 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 | 0.195 | 0.154 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 183M | 1,981% |
| Annual Yield % from dividends | 3.76 | 3.09 | 122% |
| Returns for 1 year | 3.20 | 2.67 | 120% |
| Returns for 3 years | 12.94 | 10.58 | 122% |
| Returns for 5 years | 6.66 | 4.67 | 143% |
| Returns for 10 years | N/A | 9.97 | - |
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