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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. PCEQX (812M). FWMIX pays higher dividends than PCEQX: FWMIX (1.47) vs PCEQX (1.21). FWMIX was incepted earlier than PCEQX: FWMIX (10 years) vs PCEQX (31 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 : 12.36 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. PCEQX (-30.43).
| FWMIX | PCEQX | FWMIX / PCEQX | |
| Total Expense Ratio | 0.26 | 1.76 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.78 | 15% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 5.060 | 13.691 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 812M | 26,970% |
| Annual Yield % from dividends | 1.47 | 1.21 | 121% |
| Returns for 1 year | 7.06 | 12.36 | 57% |
| Returns for 3 years | 28.21 | -19.36 | -146% |
| Returns for 5 years | 29.03 | -30.43 | -95% |
| Returns for 10 years | N/A | -10.95 | - |
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