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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
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 LADIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LADIX (371M). LADIX pays higher dividends than FWMIX: LADIX (3.02) vs FWMIX (1.47). FWMIX was incepted earlier than LADIX: FWMIX (10 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 (32.00). FWMIX (1000000) and LADIX (1000000) have matching initial minimum investment requirements. LADIX annual gain was more profitable for investors over the last year : 14.68 vs. FWMIX (7.57). LADIX return over 5 years is better than : 60.03 vs. FWMIX (29.58).
| FWMIX | LADIX | FWMIX / LADIX | |
| Total Expense Ratio | 0.26 | 1.13 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.13 | 23% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 6.654 | 11.996 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 371M | 58,760% |
| Annual Yield % from dividends | 1.47 | 3.02 | 49% |
| Returns for 1 year | 7.57 | 14.68 | 52% |
| Returns for 3 years | 34.39 | 52.14 | 66% |
| Returns for 5 years | 29.58 | 60.03 | 49% |
| Returns for 10 years | N/A | 135.30 | - |
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