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EIVAX vs FWMIX
EIVAX vs FWMIX Comparison
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EIVAX vs FWMIX Comparison Chart in %
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EIVAX vs. FWMIX commentary
Jun 24, 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 Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. EIVAX (1.99B). FWMIX pays higher dividends than EIVAX: FWMIX (1.45) vs EIVAX (0.77). EIVAX was incepted earlier than FWMIX: EIVAX (20 years) vs FWMIX (9 years). EIVAX (0.88) 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 : 10.24 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. EIVAX (7.54).
| EIVAX | FWMIX | EIVAX / FWMIX | |
| Total Expense Ratio | 0.82 | 0.26 | 315% |
| Annual Report Gross Expense Ratio | 0.88 | 0.26 | 338% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.328 | 1.642 | 385% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 218B | 1% |
| Annual Yield % from dividends | 0.77 | 1.45 | 53% |
| Returns for 1 year | 10.24 | 8.19 | 125% |
| Returns for 3 years | 35.66 | 30.78 | 116% |
| Returns for 5 years | 7.54 | 27.81 | 27% |
| Returns for 10 years | 41.18 | N/A | - |
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