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FWMIX vs SWDSX
FWMIX vs SWDSX Comparison
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FWMIX vs SWDSX Comparison Chart in %
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FWMIX vs. SWDSX commentary
Jul 26, 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 SWDSX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SWDSX (657M). SWDSX (1.56) and FWMIX (1.49) have matching dividends . FWMIX was incepted earlier than SWDSX: FWMIX (9 years) vs SWDSX (23 years). SWDSX (0.89) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SWDSX (8.00). SWDSX has a lower initial minimum investment than FWMIX: SWDSX (0) vs FWMIX (1000000). SWDSX annual gain was more profitable for investors over the last year : 15.33 vs. FWMIX (5.44). SWDSX (29.48) and FWMIX (28.45) have equivalent 5 years return.
| FWMIX | SWDSX | FWMIX / SWDSX | |
| Total Expense Ratio | 0.26 | 0.89 | 29% |
| Annual Report Gross Expense Ratio | 0.26 | 0.89 | 29% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.411 | 10.608 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 657M | 33,333% |
| Annual Yield % from dividends | 1.49 | 1.56 | 95% |
| Returns for 1 year | 5.44 | 15.33 | 35% |
| Returns for 3 years | 27.62 | 48.25 | 57% |
| Returns for 5 years | 28.45 | 29.48 | 97% |
| Returns for 10 years | N/A | 48.53 | - |
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