Interact to see
Advertisement
Advertisement
DVRPX vs FWMIX
DVRPX vs FWMIX Comparison
Open Charts DVRPX vs FWMIX
DVRPX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. DVRPX (243M). FWMIX pays higher dividends than DVRPX: FWMIX (1.49) vs DVRPX (1.23). DVRPX was incepted earlier than FWMIX: DVRPX (3 years) vs FWMIX (9 years). DVRPX (0.81) is less costly to investors than FWMIX (0.26). DVRPX is a more actively managed with annual turnover of: 35.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than DVRPX: FWMIX (1000000) vs DVRPX (25000000). FWMIX annual gain was more profitable for investors over the last year : 5.80 vs. DVRPX (0.84).
| DVRPX | FWMIX | DVRPX / FWMIX | |
| Total Expense Ratio | 0.30 | 0.26 | 115% |
| Annual Report Gross Expense Ratio | 0.81 | 0.26 | 312% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 1.514 | 3.885 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 219B | 0% |
| Annual Yield % from dividends | 1.23 | 1.49 | 82% |
| Returns for 1 year | 0.84 | 5.80 | 15% |
| Returns for 3 years | 36.56 | 29.34 | 125% |
| Returns for 5 years | N/A | 28.26 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement