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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
Jun 04, 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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. SOPAX (9.19B). FWMIX pays higher dividends than SOPAX: FWMIX (1.45) vs SOPAX (1.10). FWMIX was incepted earlier than SOPAX: FWMIX (9 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 : 8.17 vs. SOPAX (2.07). FWMIX return over 5 years is better than : 26.97 vs. SOPAX (7.92).
| FWMIX | SOPAX | FWMIX / SOPAX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.00 | 26% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 5.605 | 5.489 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 9.19B | 2,328% |
| Annual Yield % from dividends | 1.45 | 1.10 | 131% |
| Returns for 1 year | 8.17 | 2.07 | 394% |
| Returns for 3 years | 33.31 | 14.67 | 227% |
| Returns for 5 years | 26.97 | 7.92 | 340% |
| Returns for 10 years | N/A | 67.26 | - |
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