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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
Jun 24, 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 LADIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LADIX (370M). LADIX pays higher dividends than FWMIX: LADIX (3.03) vs FWMIX (1.45). 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 : 16.33 vs. FWMIX (8.19). LADIX return over 5 years is better than : 59.09 vs. FWMIX (27.81).
| 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 | 1.642 | 9.494 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 370M | 58,919% |
| Annual Yield % from dividends | 1.45 | 3.03 | 48% |
| Returns for 1 year | 8.19 | 16.33 | 50% |
| Returns for 3 years | 30.78 | 51.97 | 59% |
| Returns for 5 years | 27.81 | 59.09 | 47% |
| Returns for 10 years | N/A | 140.90 | - |
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