Interact to see
Advertisement
Advertisement
FWMIX vs LBISX
FWMIX vs LBISX Comparison
Open Charts FWMIX vs LBISX
FWMIX vs LBISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. LBISX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LBISX (120M). LBISX pays higher dividends than FWMIX: LBISX (1.81) vs FWMIX (1.46). 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 (32.00). FWMIX (1000000) and LBISX (1000000) have matching initial minimum investment requirements. LBISX annual gain was more profitable for investors over the last year : 11.90 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. LBISX (23.07).
| 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 | 4.550 | 18.690 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 120M | 181,667% |
| Annual Yield % from dividends | 1.46 | 1.81 | 80% |
| Returns for 1 year | 2.14 | 11.90 | 18% |
| Returns for 3 years | 30.43 | 44.00 | 69% |
| Returns for 5 years | 27.65 | 23.07 | 120% |
| Returns for 10 years | N/A | 56.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers