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FWMIX vs STRAX
FWMIX vs STRAX Comparison
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FWMIX vs STRAX Comparison Chart in %
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FWMIX vs. STRAX commentary
Sep 05, 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 STRAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. STRAX (86.4M). FWMIX pays higher dividends than STRAX: FWMIX (1.46) vs STRAX (1.23). FWMIX was incepted earlier than STRAX: FWMIX (10 years) vs STRAX (9 years). STRAX (0.80) is less costly to investors than FWMIX (0.26). STRAX is a more actively managed with annual turnover of: 108.16 vs. FWMIX (32.00). FWMIX has a lower initial minimum investment than STRAX: FWMIX (1000000) vs STRAX (10000000). STRAX annual gain was more profitable for investors over the last year : 39.01 vs. FWMIX (5.54). STRAX return over 5 years is better than : 114.91 vs. FWMIX (27.02).
| FWMIX | STRAX | FWMIX / STRAX | |
| Total Expense Ratio | 0.26 | 0.69 | 38% |
| Annual Report Gross Expense Ratio | 0.26 | 0.80 | 33% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 5.896 | 28.565 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 86.4M | 252,315% |
| Annual Yield % from dividends | 1.46 | 1.23 | 118% |
| Returns for 1 year | 5.54 | 39.01 | 14% |
| Returns for 3 years | 31.94 | 106.29 | 30% |
| Returns for 5 years | 27.02 | 114.91 | 24% |
| Returns for 10 years | N/A | N/A | - |
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