FWMIX
Price
$67.92
Change
-$0.02 (-0.03%)
Updated
Jul 31 closing price
Net Assets
219.02B
SECIX
Price
$47.40
Change
+$0.07 (+0.15%)
Updated
Jul 31 closing price
Net Assets
71.08M
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FWMIX vs SECIX

FWMIX vs SECIX Comparison Chart in %
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FWMIX vs. SECIX commentary
Aug 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 Buy and SECIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SECIX (71.1M). FWMIX pays higher dividends than SECIX: FWMIX (1.47) vs SECIX (0.65). FWMIX was incepted earlier than SECIX: FWMIX (10 years) vs SECIX (82 years). SECIX (1.38) is less costly to investors than FWMIX (0.26). SECIX is a more actively managed with annual turnover of: 61.00 vs. FWMIX (29.00). SECIX has a lower initial minimum investment than FWMIX: SECIX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.06 vs. SECIX (3.73). FWMIX return over 5 years is better than : 29.03 vs. SECIX (-0.61).
FWMIXSECIXFWMIX / SECIX
Total Expense Ratio0.261.1024%
Annual Report Gross Expense Ratio0.261.3819%
Fund Existence10 years82 years-
Gain YTD5.0607.99763%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets219B71.1M308,017%
Annual Yield % from dividends1.470.65225%
Returns for 1 year7.063.73189%
Returns for 3 years28.210.564,992%
Returns for 5 years29.03-0.61-4,784%
Returns for 10 yearsN/A30.12-
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