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FWMIX vs LMMRX
FWMIX vs LMMRX Comparison
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FWMIX vs LMMRX Comparison Chart in %
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FWMIX vs. LMMRX 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 LMMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LMMRX (9.31B). FWMIX pays higher dividends than LMMRX: FWMIX (1.46) vs LMMRX (0.73). FWMIX was incepted earlier than LMMRX: FWMIX (10 years) vs LMMRX (15 years). LMMRX (1.36) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. LMMRX (30.00). LMMRX has a lower initial minimum investment than FWMIX: LMMRX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 2.14 vs. LMMRX (-2.30). FWMIX return over 5 years is better than : 27.65 vs. LMMRX (3.91).
| FWMIX | LMMRX | FWMIX / LMMRX | |
| Total Expense Ratio | 0.26 | 1.36 | 19% |
| Annual Report Gross Expense Ratio | 0.26 | 1.36 | 19% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 4.550 | 6.931 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.31B | 2,342% |
| Annual Yield % from dividends | 1.46 | 0.73 | 199% |
| Returns for 1 year | 2.14 | -2.30 | -93% |
| Returns for 3 years | 30.43 | 14.12 | 216% |
| Returns for 5 years | 27.65 | 3.91 | 706% |
| Returns for 10 years | N/A | 61.42 | - |
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