Interact to see
Advertisement
Advertisement
FWMIX vs SMDLX
FWMIX vs SMDLX Comparison
Open Charts FWMIX vs SMDLX
FWMIX vs SMDLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. SMDLX 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 SMDLX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SMDLX (366M). SMDLX pays higher dividends than FWMIX: SMDLX (2.30) vs FWMIX (1.47). FWMIX was incepted earlier than SMDLX: FWMIX (10 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 : 11.45 vs. FWMIX (7.06). SMDLX return over 5 years is better than : 48.81 vs. FWMIX (29.03).
| FWMIX | SMDLX | FWMIX / SMDLX | |
| Total Expense Ratio | 0.26 | 2.10 | 12% |
| Annual Report Gross Expense Ratio | 0.26 | 2.10 | 12% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 5.060 | 9.378 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 366M | 59,836% |
| Annual Yield % from dividends | 1.47 | 2.30 | 64% |
| Returns for 1 year | 7.06 | 11.45 | 62% |
| Returns for 3 years | 28.21 | 40.22 | 70% |
| Returns for 5 years | 29.03 | 48.81 | 59% |
| Returns for 10 years | N/A | 112.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BSPIX | 870.64 | 6.10 | +0.71% |
| iShares S&P 500 Index Institutional | |||
| SCJKX | 7.95 | 0.04 | +0.51% |
| Steward Covered Call Income R6 | |||
| MFWHX | 18.50 | -0.04 | -0.22% |
| MFS Global Total Return R3 | |||
| HRMVX | 34.56 | -0.14 | -0.40% |
| Harbor Mid Cap Value Admin | |||
| HAINX | 60.60 | -0.72 | -1.17% |
| Harbor International Institutional | |||