FWMIX
Price
$67.55
Change
-$0.49 (-0.72%)
Updated
Sep 9 closing price
Net Assets
218.5B
FWMMX
Price
$67.58
Change
-$0.50 (-0.73%)
Updated
Sep 9 closing price
Net Assets
218.5B
Interact to see
Advertisement

FWMIX vs FWMMX

FWMIX vs FWMMX Comparison Chart in %
View a ticker or compare two or three
VS
FWMIX vs. FWMMX commentary
Sep 10, 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 FWMIX is a StrongBuy and FWMMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWMIX (218B) and FWMMX (218B) have equal amount of cash in the bank . FWMIX pays higher dividends than FWMMX: FWMIX (1.46) vs FWMMX (1.38). FWMIX was incepted earlier than FWMMX: FWMIX (10 years) vs FWMMX (6 years). FWMMX (0.35) is less costly to investors than FWMIX (0.26). FWMIX (32.00) and FWMMX (32.00) have comparable annual turnover. FWMMX has a lower initial minimum investment than FWMIX: FWMMX (250) vs FWMIX (1000000). FWMIX (3.71) and FWMMX (3.64) have marching annual gain over last year. FWMMX return over 5 years is better than : 29.87 vs. FWMIX (27.58).
FWMIXFWMMXFWMIX / FWMMX
Total Expense Ratio0.260.3574%
Annual Report Gross Expense Ratio0.260.3574%
Fund Existence10 years6 years-
Gain YTD4.4884.409102%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B218B100%
Annual Yield % from dividends1.461.38106%
Returns for 1 year3.713.64102%
Returns for 3 years30.5030.16101%
Returns for 5 years27.5829.8792%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
QCACX49.81N/A
N/A
Federated Hermes MDT All Cap Core C
GRGRX55.38N/A
N/A
Goldman Sachs Equity Income R
PEQCX44.12N/A
N/A
Putnam Large Cap Value C
NSMCX29.96N/A
N/A
Nuveen Small/Mid-Cap Value C
JSVUX34.67N/A
N/A
JPMorgan Small Cap Value R6