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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
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FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX commentary
Aug 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 StrongBuy and LCBEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LCBEX (9.6B). FWMIX pays higher dividends than LCBEX: FWMIX (1.47) vs LCBEX (1.29). FWMIX was incepted earlier than LCBEX: FWMIX (10 years) vs LCBEX (13 years). LCBEX (0.66) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. LCBEX (30.00). FWMIX (1000000) and LCBEX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 7.57 vs. LCBEX (4.56). FWMIX return over 5 years is better than : 29.58 vs. LCBEX (12.60).
| FWMIX | LCBEX | FWMIX / LCBEX | |
| Total Expense Ratio | 0.26 | 0.66 | 39% |
| Annual Report Gross Expense Ratio | 0.26 | 0.66 | 39% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 6.654 | 10.549 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.6B | 2,270% |
| Annual Yield % from dividends | 1.47 | 1.29 | 114% |
| Returns for 1 year | 7.57 | 4.56 | 166% |
| Returns for 3 years | 34.39 | 21.94 | 157% |
| Returns for 5 years | 29.58 | 12.60 | 235% |
| Returns for 10 years | N/A | 75.71 | - |
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