Interact to see
Advertisement
Advertisement
FWMIX vs IEDRX
FWMIX vs IEDRX Comparison
Open Charts FWMIX vs IEDRX
FWMIX vs IEDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. IEDRX commentary
Sep 20, 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 Hold and IEDRX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. IEDRX (2.56B). FWMIX pays higher dividends than IEDRX: FWMIX (1.46) vs IEDRX (0.49). FWMIX was incepted earlier than IEDRX: FWMIX (10 years) vs IEDRX (15 years). IEDRX (1.29) is less costly to investors than FWMIX (0.26). IEDRX is a more actively managed with annual turnover of: 132.00 vs. FWMIX (32.00). IEDRX has a lower initial minimum investment than FWMIX: IEDRX (0) vs FWMIX (1000000). IEDRX annual gain was more profitable for investors over the last year : 7.72 vs. FWMIX (1.37). FWMIX return over 5 years is better than : 26.68 vs. IEDRX (2.26).
| FWMIX | IEDRX | FWMIX / IEDRX | |
| Total Expense Ratio | 0.26 | 1.11 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.29 | 20% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 3.442 | 11.280 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.56B | 8,532% |
| Annual Yield % from dividends | 1.46 | 0.49 | 295% |
| Returns for 1 year | 1.37 | 7.72 | 18% |
| Returns for 3 years | 29.20 | 16.91 | 173% |
| Returns for 5 years | 26.68 | 2.26 | 1,182% |
| Returns for 10 years | N/A | 26.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HBR | 9.57 | N/A | N/A |
| CANARY CAPITAL GROUP | |||
| MBS | 8.38 | -0.02 | -0.23% |
| Angel Oak Mortgage-Backed Securities ETF (MBS) | |||
| MSSM | 57.68 | -0.39 | -0.67% |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) | |||
| DIVY | 30.00 | -0.25 | -0.82% |
| Sound Equity Dividend Income ETF (DIVY) | |||
| VIGI | 96.04 | -1.21 | -1.24% |
| Vanguard International Dividend Appreciation ETF (VIGI) | |||