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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
Sep 16, 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 SBPLX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SBPLX (9.4B). FWMIX pays higher dividends than SBPLX: FWMIX (1.46) vs SBPLX (0.38). 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 : 2.17 vs. SBPLX (-1.34). FWMIX return over 5 years is better than : 26.75 vs. SBPLX (2.03).
| 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 | 4.271 | 7.683 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.4B | 2,320% |
| Annual Yield % from dividends | 1.46 | 0.38 | 381% |
| Returns for 1 year | 2.17 | -1.34 | -162% |
| Returns for 3 years | 30.02 | 13.16 | 228% |
| Returns for 5 years | 26.75 | 2.03 | 1,320% |
| Returns for 10 years | N/A | 56.89 | - |
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