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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
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SWDSX (678M). SWDSX (1.51) and FWMIX (1.47) have matching dividends . FWMIX was incepted earlier than SWDSX: FWMIX (10 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: 32.00 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 : 17.86 vs. FWMIX (7.76). FWMIX (29.70) and SWDSX (29.21) 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 | 10 years | 23 years | - |
| Gain YTD | 7.551 | 14.150 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 678M | 32,153% |
| Annual Yield % from dividends | 1.47 | 1.51 | 97% |
| Returns for 1 year | 7.76 | 17.86 | 43% |
| Returns for 3 years | 34.25 | 57.83 | 59% |
| Returns for 5 years | 29.70 | 29.21 | 102% |
| Returns for 10 years | N/A | 53.92 | - |
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