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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
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 LBISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LBISX (111M). LBISX pays higher dividends than FWMIX: LBISX (1.95) vs FWMIX (1.45). FWMIX was incepted earlier than LBISX: FWMIX (9 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 : 15.20 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. LBISX (14.66).
| FWMIX | LBISX | FWMIX / LBISX | |
| Total Expense Ratio | 0.26 | 0.71 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.85 | 31% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 1.642 | 11.705 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 111M | 196,396% |
| Annual Yield % from dividends | 1.45 | 1.95 | 74% |
| Returns for 1 year | 8.19 | 15.20 | 54% |
| Returns for 3 years | 30.78 | 41.62 | 74% |
| Returns for 5 years | 27.81 | 14.66 | 190% |
| Returns for 10 years | N/A | 55.51 | - |
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