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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
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 SOPYX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SOPYX (9.48B). 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). SOPYX (30.00) and FWMIX (29.00) have comparable annual turnover. FWMIX (1000000) and SOPYX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 7.06 vs. SOPYX (5.37). FWMIX return over 5 years is better than : 29.03 vs. SOPYX (11.93).
| 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 | 5.060 | 8.684 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 9.48B | 2,311% |
| Annual Yield % from dividends | 1.47 | 1.22 | 120% |
| Returns for 1 year | 7.06 | 5.37 | 132% |
| Returns for 3 years | 28.21 | 15.95 | 177% |
| Returns for 5 years | 29.03 | 11.93 | 243% |
| Returns for 10 years | N/A | 73.48 | - |
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