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FWMIX vs PCEQX
FWMIX vs PCEQX Comparison
Open Charts FWMIX vs PCEQX
FWMIX vs PCEQX Comparison Chart in %
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FWMIX vs. PCEQX 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 PCEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. PCEQX (805M). FWMIX pays higher dividends than PCEQX: FWMIX (1.49) vs PCEQX (1.26). FWMIX was incepted earlier than PCEQX: FWMIX (9 years) vs PCEQX (30 years). PCEQX (1.78) is less costly to investors than FWMIX (0.26). PCEQX is a more actively managed with annual turnover of: 49.00 vs. FWMIX (29.00). PCEQX has a lower initial minimum investment than FWMIX: PCEQX (2500) vs FWMIX (1000000). PCEQX annual gain was more profitable for investors over the last year : 8.16 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. PCEQX (-31.06).
| FWMIX | PCEQX | FWMIX / PCEQX | |
| Total Expense Ratio | 0.26 | 1.76 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.78 | 15% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 3.885 | 11.304 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 805M | 27,205% |
| Annual Yield % from dividends | 1.49 | 1.26 | 118% |
| Returns for 1 year | 5.80 | 8.16 | 71% |
| Returns for 3 years | 29.34 | -19.15 | -153% |
| Returns for 5 years | 28.26 | -31.06 | -91% |
| Returns for 10 years | N/A | -13.75 | - |
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