Interact to see
Advertisement
Advertisement
FWMIX vs LADIX
FWMIX vs LADIX Comparison
Open Charts FWMIX vs LADIX
FWMIX vs LADIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. LADIX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LADIX (366M). 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 (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 : 12.65 vs. FWMIX (7.06). LADIX return over 5 years is better than : 56.28 vs. FWMIX (29.03).
| 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 | 5.060 | 10.005 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 366M | 59,836% |
| Annual Yield % from dividends | 1.47 | 3.02 | 49% |
| Returns for 1 year | 7.06 | 12.65 | 56% |
| Returns for 3 years | 28.21 | 44.48 | 63% |
| Returns for 5 years | 29.03 | 56.28 | 52% |
| Returns for 10 years | N/A | 132.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement