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FWMIX vs SOPAX
FWMIX vs SOPAX Comparison
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FWMIX vs SOPAX Comparison Chart in %
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FWMIX vs. SOPAX commentary
Aug 23, 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 StrongBuy and SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SOPAX (9.6B). FWMIX pays higher dividends than SOPAX: FWMIX (1.47) vs SOPAX (1.04). FWMIX was incepted earlier than SOPAX: FWMIX (10 years) vs SOPAX (34 years). SOPAX (1.00) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. SOPAX (30.00). SOPAX has a lower initial minimum investment than FWMIX: SOPAX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.57 vs. SOPAX (3.68). FWMIX return over 5 years is better than : 29.58 vs. SOPAX (8.87).
| FWMIX | SOPAX | FWMIX / SOPAX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.00 | 26% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 6.654 | 10.251 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.6B | 2,270% |
| Annual Yield % from dividends | 1.47 | 1.04 | 141% |
| Returns for 1 year | 7.57 | 3.68 | 206% |
| Returns for 3 years | 34.39 | 19.29 | 178% |
| Returns for 5 years | 29.58 | 8.87 | 333% |
| Returns for 10 years | N/A | 67.27 | - |
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