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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SMDLX (367M). SMDLX pays higher dividends than FWMIX: SMDLX (2.32) vs FWMIX (1.49). 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 : 11.57 vs. FWMIX (5.80). SMDLX return over 5 years is better than : 49.75 vs. FWMIX (28.26).
| 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 | 3.885 | 9.116 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 367M | 59,673% |
| Annual Yield % from dividends | 1.49 | 2.32 | 64% |
| Returns for 1 year | 5.80 | 11.57 | 50% |
| Returns for 3 years | 29.34 | 41.71 | 70% |
| Returns for 5 years | 28.26 | 49.75 | 57% |
| Returns for 10 years | N/A | 112.27 | - |
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