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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 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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SOPAX (9.48B). 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). SOPAX (30.00) and FWMIX (29.00) have comparable annual turnover. 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 : 7.06 vs. SOPAX (4.58). FWMIX return over 5 years is better than : 29.03 vs. SOPAX (8.70).
| 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 | 5.060 | 8.458 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 9.48B | 2,311% |
| Annual Yield % from dividends | 1.47 | 1.04 | 141% |
| Returns for 1 year | 7.06 | 4.58 | 154% |
| Returns for 3 years | 28.21 | 13.76 | 205% |
| Returns for 5 years | 29.03 | 8.70 | 334% |
| Returns for 10 years | N/A | 66.13 | - |
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