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FWMIX vs SMDLX
FWMIX vs SMDLX Comparison
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FWMIX vs SMDLX Comparison Chart in %
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FWMIX vs. SMDLX commentary
Jun 24, 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 SMDLX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SMDLX (370M). SMDLX pays higher dividends than FWMIX: SMDLX (2.33) vs FWMIX (1.45). FWMIX was incepted earlier than SMDLX: FWMIX (9 years) vs SMDLX (26 years). SMDLX (2.10) is less costly to investors than FWMIX (0.26). SMDLX is a more actively managed with annual turnover of: 79.00 vs. FWMIX (29.00). SMDLX has a lower initial minimum investment than FWMIX: SMDLX (1000) vs FWMIX (1000000). SMDLX annual gain was more profitable for investors over the last year : 15.14 vs. FWMIX (8.19). SMDLX return over 5 years is better than : 51.51 vs. FWMIX (27.81).
| FWMIX | SMDLX | FWMIX / SMDLX | |
| Total Expense Ratio | 0.26 | 2.10 | 12% |
| Annual Report Gross Expense Ratio | 0.26 | 2.10 | 12% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 1.642 | 9.001 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 370M | 58,919% |
| Annual Yield % from dividends | 1.45 | 2.33 | 62% |
| Returns for 1 year | 8.19 | 15.14 | 54% |
| Returns for 3 years | 30.78 | 47.50 | 65% |
| Returns for 5 years | 27.81 | 51.51 | 54% |
| Returns for 10 years | N/A | 120.42 | - |
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