FWMIX
Price
$67.24
Change
+$0.49 (+0.73%)
Updated
Jul 2 closing price
Net Assets
218.08B
PYEQX
Price
$27.94
Change
+$0.37 (+1.34%)
Updated
Jul 2 closing price
Net Assets
803.73M
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FWMIX vs PYEQX

FWMIX vs PYEQX Comparison Chart in %
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FWMIX vs. PYEQX commentary
Jul 04, 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 PYEQX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PYEQX (804M). PYEQX pays higher dividends than FWMIX: PYEQX (1.92) vs FWMIX (1.49). FWMIX was incepted earlier than PYEQX: FWMIX (9 years) vs PYEQX (28 years). PYEQX (0.82) is less costly to investors than FWMIX (0.26). PYEQX is a more actively managed with annual turnover of: 49.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than PYEQX: FWMIX (1000000) vs PYEQX (5000000). PYEQX annual gain was more profitable for investors over the last year : 8.52 vs. FWMIX (6.74). FWMIX return over 5 years is better than : 28.14 vs. PYEQX (-26.06).
FWMIXPYEQXFWMIX / PYEQX
Total Expense Ratio0.260.8033%
Annual Report Gross Expense Ratio0.260.8232%
Fund Existence9 years28 years-
Gain YTD4.00811.37135%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets218B804M27,114%
Annual Yield % from dividends1.491.9278%
Returns for 1 year6.748.5279%
Returns for 3 years30.84-14.83-208%
Returns for 5 years28.14-26.06-108%
Returns for 10 yearsN/A0.87-
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