Interact to see
Advertisement
Advertisement
EIVIX vs FWMIX
EIVIX vs FWMIX Comparison
Open Charts EIVIX vs FWMIX
EIVIX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EIVIX vs. FWMIX commentary
Jun 03, 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 Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. EIVIX (1.98B). FWMIX pays higher dividends than EIVIX: FWMIX (1.45) vs EIVIX (1.06). 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 : 10.76 vs. FWMIX (8.17). FWMIX return over 5 years is better than : 26.97 vs. EIVIX (6.39).
| 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 | 5.093 | 5.605 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 214B | 1% |
| Annual Yield % from dividends | 1.06 | 1.45 | 73% |
| Returns for 1 year | 10.76 | 8.17 | 132% |
| Returns for 3 years | 36.85 | 33.31 | 111% |
| Returns for 5 years | 6.39 | 26.97 | 24% |
| Returns for 10 years | 39.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement