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FWMIX vs SBPLX
FWMIX vs SBPLX Comparison
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FWMIX vs SBPLX Comparison Chart in %
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FWMIX vs. SBPLX commentary
Jul 25, 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 SBPLX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SBPLX (9.31B). FWMIX pays higher dividends than SBPLX: FWMIX (1.49) vs SBPLX (0.40). FWMIX was incepted earlier than SBPLX: FWMIX (9 years) vs SBPLX (28 years). SBPLX (1.75) is less costly to investors than FWMIX (0.26). SBPLX (30.00) and FWMIX (29.00) have comparable annual turnover. SBPLX has a lower initial minimum investment than FWMIX: SBPLX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.44 vs. SBPLX (0.17). FWMIX return over 5 years is better than : 28.45 vs. SBPLX (1.98).
| FWMIX | SBPLX | FWMIX / SBPLX | |
| Total Expense Ratio | 0.26 | 1.75 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.75 | 15% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.411 | 5.959 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 9.31B | 2,352% |
| Annual Yield % from dividends | 1.49 | 0.40 | 373% |
| Returns for 1 year | 5.44 | 0.17 | 3,167% |
| Returns for 3 years | 27.62 | 8.39 | 329% |
| Returns for 5 years | 28.45 | 1.98 | 1,440% |
| Returns for 10 years | N/A | 51.78 | - |
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