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FWMIX vs IEDRX
FWMIX vs IEDRX Comparison
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FWMIX vs IEDRX Comparison Chart in %
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FWMIX vs. IEDRX 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 FWMIX is a StrongBuy and IEDRX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. IEDRX (2.6B). FWMIX pays higher dividends than IEDRX: FWMIX (1.47) vs IEDRX (0.50). 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: 100.00 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 : 11.86 vs. FWMIX (7.57). FWMIX return over 5 years is better than : 29.58 vs. IEDRX (4.09).
| 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 | 6.654 | 13.446 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.6B | 8,388% |
| Annual Yield % from dividends | 1.47 | 0.50 | 295% |
| Returns for 1 year | 7.57 | 11.86 | 64% |
| Returns for 3 years | 34.39 | 21.23 | 162% |
| Returns for 5 years | 29.58 | 4.09 | 723% |
| Returns for 10 years | N/A | 26.12 | - |
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