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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LADIX (363M). LADIX pays higher dividends than FWMIX: LADIX (2.97) vs FWMIX (1.46). 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 : 9.89 vs. FWMIX (2.14). LADIX return over 5 years is better than : 56.30 vs. FWMIX (27.65).
| 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 | 4.550 | 10.127 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 363M | 60,055% |
| Annual Yield % from dividends | 1.46 | 2.97 | 49% |
| Returns for 1 year | 2.14 | 9.89 | 22% |
| Returns for 3 years | 30.43 | 47.47 | 64% |
| Returns for 5 years | 27.65 | 56.30 | 49% |
| Returns for 10 years | N/A | 138.78 | - |
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