Interact to see
Advertisement
Advertisement
FWMIX vs SOPYX
FWMIX vs SOPYX Comparison
Open Charts FWMIX vs SOPYX
FWMIX vs SOPYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. SOPYX 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 SOPYX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SOPYX (9.6B). FWMIX pays higher dividends than SOPYX: FWMIX (1.47) vs SOPYX (1.22). 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 : 7.57 vs. SOPYX (4.46). FWMIX return over 5 years is better than : 29.58 vs. SOPYX (12.10).
| 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 | 6.654 | 10.492 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.6B | 2,270% |
| Annual Yield % from dividends | 1.47 | 1.22 | 120% |
| Returns for 1 year | 7.57 | 4.46 | 170% |
| Returns for 3 years | 34.39 | 21.60 | 159% |
| Returns for 5 years | 29.58 | 12.10 | 244% |
| Returns for 10 years | N/A | 74.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers