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FWMIX vs LBISX
FWMIX vs LBISX Comparison
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FWMIX vs LBISX Comparison Chart in %
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FWMIX vs. LBISX 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 LBISX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LBISX (117M). LBISX pays higher dividends than FWMIX: LBISX (1.85) vs FWMIX (1.47). FWMIX was incepted earlier than LBISX: FWMIX (10 years) vs LBISX (16 years). LBISX (0.85) is less costly to investors than FWMIX (0.26). LBISX is a more actively managed with annual turnover of: 57.00 vs. FWMIX (29.00). FWMIX (1000000) and LBISX (1000000) have matching initial minimum investment requirements. LBISX annual gain was more profitable for investors over the last year : 15.67 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. LBISX (20.88).
| FWMIX | LBISX | FWMIX / LBISX | |
| Total Expense Ratio | 0.26 | 0.71 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.85 | 31% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 5.060 | 16.474 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 117M | 187,179% |
| Annual Yield % from dividends | 1.47 | 1.85 | 79% |
| Returns for 1 year | 7.06 | 15.67 | 45% |
| Returns for 3 years | 28.21 | 38.19 | 74% |
| Returns for 5 years | 29.03 | 20.88 | 139% |
| Returns for 10 years | N/A | 54.29 | - |
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