EVTMX
Price
$17.14
Change
+$0.13 (+0.76%)
Updated
Jun 12 closing price
Net Assets
916.31M
FWMIX
Price
$68.83
Change
+$0.41 (+0.60%)
Updated
Jun 12 closing price
Net Assets
218.08B
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EVTMX vs FWMIX

Header iconEVTMX vs FWMIX Comparison
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EVTMX vs FWMIX Comparison Chart in %
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EVTMX vs. FWMIX commentary
Jun 15, 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 Buy and FWMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. EVTMX (916M). FWMIX pays higher dividends than EVTMX: FWMIX (1.45) vs EVTMX (1.11). EVTMX was incepted earlier than FWMIX: EVTMX (45 years) vs FWMIX (9 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 (29.00). 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 : 11.35 vs. EVTMX (6.32). FWMIX return over 5 years is better than : 27.41 vs. EVTMX (-3.87).
EVTMXFWMIXEVTMX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio1.000.26385%
Fund Existence45 years9 years-
Gain YTD9.7096.082160%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets916M218B0%
Annual Yield % from dividends1.111.4577%
Returns for 1 year6.3211.3556%
Returns for 3 years27.8831.6388%
Returns for 5 years-3.8727.41-14%
Returns for 10 years42.38N/A-
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