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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
Sep 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SMDLX (361M). SMDLX pays higher dividends than FWMIX: SMDLX (2.27) vs FWMIX (1.46). 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 (32.00). 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 : 8.27 vs. FWMIX (1.37). SMDLX return over 5 years is better than : 48.64 vs. FWMIX (26.68).
| 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 | 3.442 | 9.028 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 361M | 60,388% |
| Annual Yield % from dividends | 1.46 | 2.27 | 64% |
| Returns for 1 year | 1.37 | 8.27 | 17% |
| Returns for 3 years | 29.20 | 41.60 | 70% |
| Returns for 5 years | 26.68 | 48.64 | 55% |
| Returns for 10 years | N/A | 114.91 | - |
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