Interact to see
Advertisement
Advertisement
FUMBX vs TWARX
FUMBX vs TWARX Comparison
Open Charts FUMBX vs TWARX
FUMBX vs TWARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUMBX vs. TWARX commentary
Aug 23, 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: 3.56B vs. TWARX (181M). FUMBX pays higher dividends than TWARX: FUMBX (3.84) vs TWARX (3.11). 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 : 2.56 vs. TWARX (2.00). FUMBX return over 5 years is better than : 7.08 vs. TWARX (5.09).
| 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 | 0.527 | 0.355 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 181M | 1,968% |
| Annual Yield % from dividends | 3.84 | 3.11 | 124% |
| Returns for 1 year | 2.56 | 2.00 | 128% |
| Returns for 3 years | 13.72 | 11.14 | 123% |
| Returns for 5 years | 7.08 | 5.09 | 139% |
| Returns for 10 years | N/A | 10.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers