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FWMIX vs SOPYX
FWMIX vs SOPYX Comparison
Open Charts FWMIX vs SOPYX
FWMIX vs SOPYX Comparison Chart in %
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FWMIX vs. SOPYX commentary
Sep 13, 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 SOPYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SOPYX (9.31B). FWMIX pays higher dividends than SOPYX: FWMIX (1.46) vs SOPYX (1.20). FWMIX was incepted earlier than SOPYX: FWMIX (10 years) vs SOPYX (31 years). SOPYX (0.73) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. SOPYX (30.00). FWMIX (1000000) and SOPYX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 2.14 vs. SOPYX (-1.10). FWMIX return over 5 years is better than : 27.65 vs. SOPYX (9.34).
| FWMIX | SOPYX | FWMIX / SOPYX | |
| Total Expense Ratio | 0.26 | 0.73 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.73 | 36% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 4.550 | 7.468 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.31B | 2,342% |
| Annual Yield % from dividends | 1.46 | 1.20 | 121% |
| Returns for 1 year | 2.14 | -1.10 | -195% |
| Returns for 3 years | 30.43 | 17.86 | 170% |
| Returns for 5 years | 27.65 | 9.34 | 296% |
| Returns for 10 years | N/A | 74.22 | - |
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