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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
Aug 16, 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: 218B vs. EIVIX (2.04B). FWMIX pays higher dividends than EIVIX: FWMIX (1.47) vs EIVIX (1.02). EIVIX was incepted earlier than FWMIX: EIVIX (20 years) vs FWMIX (10 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 (32.00). EIVIX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. EIVIX annual gain was more profitable for investors over the last year : 10.88 vs. FWMIX (7.76). FWMIX return over 5 years is better than : 29.70 vs. EIVIX (11.29).
| 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 | 10 years | - |
| Gain YTD | 11.838 | 7.551 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 218B | 1% |
| Annual Yield % from dividends | 1.02 | 1.47 | 70% |
| Returns for 1 year | 10.88 | 7.76 | 140% |
| Returns for 3 years | 39.58 | 34.25 | 116% |
| Returns for 5 years | 11.29 | 29.70 | 38% |
| Returns for 10 years | 43.23 | N/A | - |
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