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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LBISX (113M). LBISX pays higher dividends than FWMIX: LBISX (1.92) vs FWMIX (1.49). 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 : 13.46 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. LBISX (18.95).
| 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 | 3.885 | 14.355 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 113M | 193,805% |
| Annual Yield % from dividends | 1.49 | 1.92 | 77% |
| Returns for 1 year | 5.80 | 13.46 | 43% |
| Returns for 3 years | 29.34 | 40.21 | 73% |
| Returns for 5 years | 28.26 | 18.95 | 149% |
| Returns for 10 years | N/A | 49.76 | - |
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