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EIVIX vs FWMIX
EIVIX vs FWMIX Comparison
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EIVIX vs FWMIX Comparison Chart in %
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EIVIX vs. FWMIX commentary
Jul 26, 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 EIVIX is a Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. EIVIX (1.98B). FWMIX pays higher dividends than EIVIX: FWMIX (1.49) vs EIVIX (1.04). EIVIX was incepted earlier than FWMIX: EIVIX (20 years) vs FWMIX (9 years). EIVIX (0.56) is less costly to investors than FWMIX (0.26). EIVIX is a more actively managed with annual turnover of: 44.00 vs. FWMIX (29.00). EIVIX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. EIVIX annual gain was more profitable for investors over the last year : 6.19 vs. FWMIX (5.44). FWMIX return over 5 years is better than : 28.45 vs. EIVIX (7.57).
| EIVIX | FWMIX | EIVIX / FWMIX | |
| Total Expense Ratio | 0.50 | 0.26 | 192% |
| Annual Report Gross Expense Ratio | 0.56 | 0.26 | 215% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.538 | 4.411 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 219B | 1% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 6.19 | 5.44 | 114% |
| Returns for 3 years | 29.74 | 27.62 | 108% |
| Returns for 5 years | 7.57 | 28.45 | 27% |
| Returns for 10 years | 37.80 | N/A | - |
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