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EIVAX vs FWMIX
EIVAX vs FWMIX Comparison
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EIVAX vs. FWMIX commentary
Jul 14, 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 EIVAX is a StrongBuy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. EIVAX (2.01B). FWMIX pays higher dividends than EIVAX: FWMIX (1.49) vs EIVAX (0.77). EIVAX was incepted earlier than FWMIX: EIVAX (20 years) vs FWMIX (9 years). EIVAX (0.87) is less costly to investors than FWMIX (0.26). EIVAX is a more actively managed with annual turnover of: 44.00 vs. FWMIX (29.00). EIVAX has a lower initial minimum investment than FWMIX: EIVAX (1000) vs FWMIX (1000000). EIVAX annual gain was more profitable for investors over the last year : 8.41 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. EIVAX (7.83).
| EIVAX | FWMIX | EIVAX / FWMIX | |
| Total Expense Ratio | 0.81 | 0.26 | 312% |
| Annual Report Gross Expense Ratio | 0.87 | 0.26 | 335% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 7.928 | 3.885 | 204% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 219B | 1% |
| Annual Yield % from dividends | 0.77 | 1.49 | 51% |
| Returns for 1 year | 8.41 | 5.80 | 145% |
| Returns for 3 years | 32.64 | 29.34 | 111% |
| Returns for 5 years | 7.83 | 28.26 | 28% |
| Returns for 10 years | 36.02 | N/A | - |
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