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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
Aug 18, 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: 218B vs. SBPLX (9.69B). FWMIX pays higher dividends than SBPLX: FWMIX (1.47) vs SBPLX (0.39). FWMIX was incepted earlier than SBPLX: FWMIX (10 years) vs SBPLX (28 years). SBPLX (1.75) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. SBPLX (30.00). 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 : 7.11 vs. SBPLX (3.60). FWMIX return over 5 years is better than : 30.38 vs. SBPLX (5.65).
| FWMIX | SBPLX | FWMIX / SBPLX | |
| Total Expense Ratio | 0.26 | 1.75 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.75 | 15% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 6.669 | 10.533 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.69B | 2,251% |
| Annual Yield % from dividends | 1.47 | 0.39 | 379% |
| Returns for 1 year | 7.11 | 3.60 | 197% |
| Returns for 3 years | 34.43 | 16.66 | 207% |
| Returns for 5 years | 30.38 | 5.65 | 538% |
| Returns for 10 years | N/A | 57.64 | - |
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