Interact to see
Advertisement
Advertisement
FWMIX vs PCEQX
FWMIX vs PCEQX Comparison
Open Charts FWMIX vs PCEQX
FWMIX vs PCEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. PCEQX commentary
Jun 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 Hold and PCEQX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PCEQX (794M). FWMIX pays higher dividends than PCEQX: FWMIX (1.45) vs PCEQX (1.17). 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 : 9.51 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. PCEQX (-32.35).
| 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 | 1.642 | 8.320 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 794M | 27,456% |
| Annual Yield % from dividends | 1.45 | 1.17 | 124% |
| Returns for 1 year | 8.19 | 9.51 | 86% |
| Returns for 3 years | 30.78 | -18.96 | -162% |
| Returns for 5 years | 27.81 | -32.35 | -86% |
| Returns for 10 years | N/A | -11.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement