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FWMIX vs LADIX
FWMIX vs LADIX Comparison
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FWMIX vs LADIX Comparison Chart in %
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FWMIX vs. LADIX commentary
Jul 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 FWMIX is a Buy and LADIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LADIX (367M). LADIX pays higher dividends than FWMIX: LADIX (3.04) vs FWMIX (1.49). FWMIX was incepted earlier than LADIX: FWMIX (9 years) vs LADIX (18 years). LADIX (1.13) is less costly to investors than FWMIX (0.26). LADIX is a more actively managed with annual turnover of: 79.00 vs. FWMIX (29.00). FWMIX (1000000) and LADIX (1000000) have matching initial minimum investment requirements. LADIX annual gain was more profitable for investors over the last year : 12.76 vs. FWMIX (5.80). LADIX return over 5 years is better than : 57.31 vs. FWMIX (28.26).
| FWMIX | LADIX | FWMIX / LADIX | |
| Total Expense Ratio | 0.26 | 1.13 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.13 | 23% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 3.885 | 9.721 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 367M | 59,673% |
| Annual Yield % from dividends | 1.49 | 3.04 | 49% |
| Returns for 1 year | 5.80 | 12.76 | 45% |
| Returns for 3 years | 29.34 | 46.07 | 64% |
| Returns for 5 years | 28.26 | 57.31 | 49% |
| Returns for 10 years | N/A | 132.43 | - |
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