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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
Jun 03, 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: 214B vs. SBPLX (9.19B). FWMIX pays higher dividends than SBPLX: FWMIX (1.45) vs SBPLX (0.45). 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 : 8.17 vs. SBPLX (1.01). FWMIX return over 5 years is better than : 26.97 vs. SBPLX (3.19).
| 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 | 5.605 | 5.132 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 9.19B | 2,328% |
| Annual Yield % from dividends | 1.45 | 0.45 | 323% |
| Returns for 1 year | 8.17 | 1.01 | 810% |
| Returns for 3 years | 33.31 | 11.49 | 290% |
| Returns for 5 years | 26.97 | 3.19 | 845% |
| Returns for 10 years | N/A | 56.86 | - |
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