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CVLFX vs FWMIX
CVLFX vs FWMIX Comparison
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CVLFX vs FWMIX Comparison Chart in %
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CVLFX vs. FWMIX commentary
Jul 06, 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 CVLFX is a Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CVLFX (32.4M). FWMIX pays higher dividends than CVLFX: FWMIX (1.49) vs CVLFX (0.67). CVLFX was incepted earlier than FWMIX: CVLFX (14 years) vs FWMIX (9 years). CVLFX (3.45) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. CVLFX (19.00). CVLFX has a lower initial minimum investment than FWMIX: CVLFX (1000) vs FWMIX (1000000). CVLFX annual gain was more profitable for investors over the last year : 25.57 vs. FWMIX (6.74). FWMIX return over 5 years is better than : 28.14 vs. CVLFX (18.39).
| CVLFX | FWMIX | CVLFX / FWMIX | |
| Total Expense Ratio | 1.75 | 0.26 | 673% |
| Annual Report Gross Expense Ratio | 3.45 | 0.26 | 1,327% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 17.903 | 4.008 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 218B | 0% |
| Annual Yield % from dividends | 0.67 | 1.49 | 45% |
| Returns for 1 year | 25.57 | 6.74 | 380% |
| Returns for 3 years | 37.49 | 30.84 | 122% |
| Returns for 5 years | 18.39 | 28.14 | 65% |
| Returns for 10 years | 46.68 | N/A | - |
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