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EVTMX vs FWMIX
EVTMX vs FWMIX Comparison
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EVTMX vs FWMIX Comparison Chart in %
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EVTMX vs. FWMIX commentary
Sep 06, 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 EVTMX is a Hold and FWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. EVTMX (910M). FWMIX pays higher dividends than EVTMX: FWMIX (1.46) vs EVTMX (1.09). EVTMX was incepted earlier than FWMIX: EVTMX (45 years) vs FWMIX (10 years). EVTMX (1.00) is less costly to investors than FWMIX (0.26). EVTMX is a more actively managed with annual turnover of: 45.00 vs. FWMIX (32.00). EVTMX has a lower initial minimum investment than FWMIX: EVTMX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.54 vs. EVTMX (3.05). FWMIX return over 5 years is better than : 27.02 vs. EVTMX (-6.94).
| EVTMX | FWMIX | EVTMX / FWMIX | |
| Total Expense Ratio | 1.00 | 0.26 | 385% |
| Annual Report Gross Expense Ratio | 1.00 | 0.26 | 385% |
| Fund Existence | 45 years | 10 years | - |
| Gain YTD | 11.042 | 5.896 | 187% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 218B | 0% |
| Annual Yield % from dividends | 1.09 | 1.46 | 75% |
| Returns for 1 year | 3.05 | 5.54 | 55% |
| Returns for 3 years | 26.52 | 31.94 | 83% |
| Returns for 5 years | -6.94 | 27.02 | -26% |
| Returns for 10 years | 38.39 | N/A | - |
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